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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $84,781 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $214 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,881 | $92,090+69.3% | $106,201+46.8% | $77,671+100.7% |
| Participation rate | 94.8% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 12.03% | 17.89%-5.9pp | 116.26%-104.2pp | 31.21%-19.2pp |
| Employer contribution / active EE | $3,954 | $3,368+17.4% | $3,170+24.7% | $2,726+45.0% |
| Participant deferral / active EE | $10,910 | $5,386+102.5% | $5,012+117.7% | $4,648+134.7% |
| Admin fee / account holder | $78 | $219-64.3% | $11,039-99.3% | $430-81.9% |