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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,440 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $6,595 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $171 |
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 | $445,076 | $58,895+655.7% | $178,503+149.3% | $73,497+505.6% |
| Participation rate | 93.5% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.8pp |
| Annual return | 13.83% | 24.86%-11.0pp | 151.12%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $19,249 | $2,236+760.9% | $5,011+284.1% | $2,270+748.0% |
| Participant deferral / active EE | $15,704 | $2,567+511.8% | $5,202+201.9% | $3,740+319.9% |
| Admin fee / account holder | $116 | $400-71.0% | $13,987-99.2% | $513-77.4% |