Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $174,183 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $34,272 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $549 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,237 | $120,450+86.2% | $159,495+40.6% | $93,010+141.1% |
| Participation rate | 89.1% | 78.0%+11.1pp | 82.8%+6.3pp | 73.9%+15.2pp |
| Annual return | 16.93% | 27.11%-10.2pp | 263.72%-246.8pp | 158.70%-141.8pp |
| Employer contribution / active EE | $6,232 | $3,526+76.8% | $4,831+29.0% | $2,705+130.4% |
| Participant deferral / active EE | $12,960 | $7,283+77.9% | $7,354+76.2% | $4,561+184.2% |
| Admin fee / account holder | $93 | $137-32.2% | $10,804-99.1% | $152-38.9% |