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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,511 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $320 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,939 | $102,642+150.3% | $142,562+80.2% | $74,478+245.0% |
| Participation rate | 98.1% | 79.7%+18.3pp | 76.8%+21.3pp | 70.7%+27.3pp |
| Annual return | 19.77% | 20.46%-0.7pp | 20.13%-0.4pp | 34.37%-14.6pp |
| Employer contribution / active EE | $9,973 | $4,956+101.2% | $4,841+106.0% | $2,637+278.2% |
| Participant deferral / active EE | $16,267 | $6,304+158.0% | $6,280+159.0% | $4,530+259.1% |
| Admin fee / account holder | $44 | $187-76.3% | $10,012-99.6% | $347-87.3% |