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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 | $383,731 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $65,000 |
LUDWIG KLEWER & CO4 years Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $15,250 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $71 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,406 | $52,346-15.2% | $143,801-69.1% | $78,104-43.1% |
| Participation rate | 88.2% | 72.7%+15.5pp | 80.3%+7.8pp | 74.5%+13.7pp |
| Annual return | -16.93% | -14.19%-2.7pp | -0.04%-16.9pp | 10.90%-27.8pp |
| Employer contribution / active EE | $1,346 | $2,131-36.8% | $4,952-72.8% | $3,128-57.0% |
| Participant deferral / active EE | $4,176 | $3,800+9.9% | $5,639-25.9% | $5,089-17.9% |
| Admin fee / account holder | $75 | $63+17.5% | $14,680-99.5% | $79-5.6% |