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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $296,333 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $49,635 |
LUDWIG KLEWER & CO2 years Filed as: LUDWIG KLEWER & CO. PLLC Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $12,625 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $241 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Direct pa... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,265 | $44,989+0.6% | $170,435-73.4% | $77,958-41.9% |
| Participation rate | 90.2% | 64.6%+25.6pp | 83.6%+6.6pp | 71.6%+18.5pp |
| Annual return | 18.52% | 19.61%-1.1pp | 205.94%-187.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $1,114 | $1,466-24.0% | $5,432-79.5% | $2,310-51.8% |
| Participant deferral / active EE | $3,314 | $2,208+50.1% | $4,939-32.9% | $3,537-6.3% |
| Admin fee / account holder | $76 | $69+9.7% | $13,881-99.5% | $97-22.3% |