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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $103,185 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $402 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,980 | $72,482+202.1% | $129,118+69.6% | $64,829+237.8% |
| Participation rate | 97.2% | 79.2%+18.0pp | 77.2%+20.0pp | 71.5%+25.7pp |
| Annual return | -17.30% | -9.08%-8.2pp | -10.94%-6.4pp | 32.85%-50.1pp |
| Employer contribution / active EE | $9,454 | $4,247+122.6% | $5,051+87.2% | $2,507+277.1% |
| Participant deferral / active EE | $15,474 | $5,679+172.5% | $6,539+136.6% | $4,312+258.9% |
| Admin fee / account holder | $51 | $144-64.8% | $14,305-99.6% | $188-72.9% |