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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $252,798 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $13,368 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $150 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,883 | $107,415-22.8% | $135,998-39.1% | $80,187+3.4% |
| Participation rate | 98.1% | 78.0%+20.1pp | 81.9%+16.2pp | 72.9%+25.2pp |
| Annual return | 22.17% | 91.99%-69.8pp | 68.37%-46.2pp | 40.40%-18.2pp |
| Employer contribution / active EE | $4,658 | $3,878+20.1% | $4,860-4.1% | $2,980+56.3% |
| Participant deferral / active EE | $8,658 | $8,189+5.7% | $7,761+11.6% | $5,016+72.6% |
| Admin fee / account holder | $59 | $127-53.6% | $10,769-99.5% | $145-59.4% |