Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,928 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $100 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $406,820 | $52,967+668.1% | $172,753+135.5% | $65,186+524.1% |
| Participation rate | 94.8% | 66.2%+28.6pp | 82.6%+12.2pp | 70.2%+24.6pp |
| Annual return | 21.49% | 30.12%-8.6pp | 803.00%-781.5pp | 29.39%-7.9pp |
| Employer contribution / active EE | $19,697 | $2,190+799.3% | $5,144+282.9% | $2,177+804.9% |
| Participant deferral / active EE | $13,552 | $2,471+448.5% | $5,198+160.7% | $3,514+285.7% |
| Admin fee / account holder | $53 | $472-88.7% | $13,956-99.6% | $847-93.7% |