Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $140,588 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $30,208 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,838 | $96,458+66.7% | $136,298+18.0% | $77,958+106.3% |
| Participation rate | 85.9% | 75.4%+10.5pp | 81.9%+3.9pp | 71.6%+14.2pp |
| Annual return | 19.99% | 23.78%-3.8pp | 5156.27%-5136.3pp | 20.87%-0.9pp |
| Employer contribution / active EE | $5,074 | $3,144+61.4% | $4,696+8.1% | $2,310+119.6% |
| Participant deferral / active EE | $7,992 | $5,902+35.4% | $6,247+27.9% | $3,537+126.0% |
| Admin fee / account holder | $88 | $80+9.6% | $9,244-99.0% | $97-9.5% |