Filed October 24, 2022
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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 | $177,075 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $72,181 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
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 | $224,303 | $95,417+135.1% | $135,974+65.0% | $74,460+201.2% |
| Participation rate | 87.7% | 78.2%+9.5pp | 81.9%+5.8pp | 70.7%+17.0pp |
| Annual return | 19.61% | 32.76%-13.2pp | 68.30%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,046 | $3,878-47.2% | $4,859-57.9% | $2,638-22.4% |
| Participant deferral / active EE | $13,919 | $7,789+78.7% | $7,760+79.4% | $4,530+207.3% |
| Admin fee / account holder | $111 | $266-58.2% | $10,767-99.0% | $348-68.0% |