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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $120,792 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $315 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $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 | $107,732 | $74,347+44.9% | $93,621+15.1% | $67,582+59.4% |
| Participation rate | 97.1% | 80.6%+16.4pp | 75.8%+21.2pp | 71.3%+25.8pp |
| Annual return | 20.69% | 28.07%-7.4pp | 32.76%-12.1pp | 378.57%-357.9pp |
| Employer contribution / active EE | $3,698 | $2,583+43.2% | $2,719+36.0% | $2,148+72.2% |
| Participant deferral / active EE | $10,660 | $4,060+162.6% | $4,070+161.9% | $3,539+201.2% |
| Admin fee / account holder | $95 | $123-22.6% | $7,890-98.8% | $142-33.2% |