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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 | Float revenue; Direct payment from th... | $214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,881 | $92,186+69.1% | $105,624+47.6% | $77,762+100.5% |
| Participation rate | 94.8% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 12.03% | 17.83%-5.8pp | 116.20%-104.2pp | 31.27%-19.2pp |
| Employer contribution / active EE | $3,954 | $3,376+17.1% | $3,168+24.8% | $2,728+44.9% |
| Participant deferral / active EE | $10,910 | $5,395+102.2% | $5,013+117.7% | $4,651+134.6% |
| Admin fee / account holder | $78 | $219-64.3% | $10,961-99.3% | $433-82.0% |