Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $119,035 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $74,346 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,093 | $106,247+131.6% | $147,096+67.3% | $77,714+216.7% |
| Participation rate | 91.1% | 78.4%+12.7pp | 82.2%+8.9pp | 70.6%+20.5pp |
| Annual return | 16.15% | 56.87%-40.7pp | 419.75%-403.6pp | 31.26%-15.1pp |
| Employer contribution / active EE | $5,340 | $4,069+31.2% | $4,936+8.2% | $2,727+95.8% |
| Participant deferral / active EE | $16,852 | $7,996+110.8% | $8,071+108.8% | $4,649+262.5% |
| Admin fee / account holder | $88 | $338-74.0% | $13,005-99.3% | $433-79.7% |