Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $119,035 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $74,346 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Other commissions; Sec... | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,093 | $106,164+131.8% | $147,041+67.4% | $77,692+216.8% |
| Participation rate | 91.1% | 78.4%+12.7pp | 82.2%+8.9pp | 70.6%+20.5pp |
| Annual return | 16.15% | 56.81%-40.7pp | 419.21%-403.1pp | 31.25%-15.1pp |
| Employer contribution / active EE | $5,340 | $4,066+31.3% | $4,935+8.2% | $2,726+95.9% |
| Participant deferral / active EE | $16,852 | $7,993+110.8% | $8,071+108.8% | $4,648+262.5% |
| Admin fee / account holder | $88 | $338-74.0% | $13,006-99.3% | $431-79.6% |