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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $68,466 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
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 | $83,034 | $90,410-8.2% | $91,004-8.8% | $77,958+6.5% |
| Participation rate | 98.3% | 86.4%+11.9pp | 75.6%+22.7pp | 71.6%+26.7pp |
| Annual return | 19.13% | 21.34%-2.2pp | 4.60%+14.5pp | 20.87%-1.7pp |
| Employer contribution / active EE | $2,737 | $3,392-19.3% | $2,456+11.5% | $2,310+18.5% |
| Participant deferral / active EE | $10,229 | $4,816+112.4% | $3,548+188.3% | $3,537+189.2% |
| Admin fee / account holder | $50 | $79-36.4% | $5,417-99.1% | $97-48.4% |