Filed October 24, 2022
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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 | $179,513 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $70,079 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $423 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,296 | $95,388+97.4% | $125,401+50.2% | $77,906+141.7% |
| Participation rate | 90.7% | 78.6%+12.1pp | 82.4%+8.3pp | 73.7%+17.0pp |
| Annual return | -9.26% | 116.19%-125.4pp | 572.53%-581.8pp | 12.16%-21.4pp |
| Employer contribution / active EE | $5,931 | $3,666+61.8% | $4,816+23.2% | $2,846+108.4% |
| Participant deferral / active EE | $11,484 | $7,711+48.9% | $7,448+54.2% | $4,805+139.0% |
| Admin fee / account holder | $105 | $119-12.0% | $10,008-99.0% | $133-21.1% |