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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $286,140 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $376 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,288 | $122,128-18.7% | $147,117-32.5% | $200,096-50.4% |
| Participation rate | 98.2% | 78.2%+20.0pp | 82.2%+16.0pp | 72.0%+26.2pp |
| Annual return | 15.57% | 30.58%-15.0pp | 420.54%-405.0pp | 34.26%-18.7pp |
| Employer contribution / active EE | $4,457 | $4,093+8.9% | $4,932-9.6% | $3,038+46.7% |
| Participant deferral / active EE | $9,020 | $8,484+6.3% | $8,065+11.8% | $5,090+77.2% |
| Admin fee / account holder | $63 | $180-64.8% | $12,993-99.5% | $269-76.5% |