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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,507 |
MORTON CAPITAL MANAGEMENT5 years Filed as: MORTON CAPITAL MANAGEMENT LLC Service code 26 · EIN 30-0798181 | Advisory (Participants) | $84,968 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $18,856 |
AMERICAN FUNDS5 years Filed as: PARK CAPITAL GROUP INC Service code 26 · EIN 46-1311416 | Advisory (Participants) | $11,533 |
Filed as: ULRICH CONSULTING AND INVESTMENT Service code 26 · EIN 85-4345180 | Advisory (Participants) | $11,230 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $3,951 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,995 | $53,204+72.9% | $155,556-40.9% | $200,096-54.0% |
| Participation rate | 76.5% | 64.1%+12.4pp | 78.2%-1.7pp | 72.0%+4.5pp |
| Annual return | 13.33% | 41.02%-27.7pp | 64.84%-51.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $10,931 | $1,850+490.8% | $4,675+133.8% | $3,038+259.9% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $38 | $186-79.4% | $15,885-99.8% | $269-85.8% |