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 | Float revenue; Securities brokerage c... | $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 | $95,438+135.0% | $135,998+64.9% | $74,478+201.2% |
| Participation rate | 87.7% | 78.2%+9.5pp | 81.9%+5.8pp | 70.7%+17.0pp |
| Annual return | 19.61% | 32.61%-13.0pp | 68.37%-48.8pp | 34.37%-14.8pp |
| Employer contribution / active EE | $2,046 | $3,878-47.2% | $4,860-57.9% | $2,637-22.4% |
| Participant deferral / active EE | $13,919 | $7,790+78.7% | $7,761+79.4% | $4,530+207.2% |
| Admin fee / account holder | $111 | $259-57.1% | $10,769-99.0% | $347-68.0% |