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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $100,797 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $334 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,003 | $81,948+44.0% | $90,766+30.0% | $64,824+82.0% |
| Participation rate | 95.5% | 80.5%+15.1pp | 75.7%+19.8pp | 71.5%+24.1pp |
| Annual return | -14.30% | -12.53%-1.8pp | -12.16%-2.1pp | 32.84%-47.1pp |
| Employer contribution / active EE | $3,474 | $3,067+13.3% | $2,922+18.9% | $2,507+38.6% |
| Participant deferral / active EE | $10,057 | $4,844+107.6% | $4,565+120.3% | $4,311+133.3% |
| Admin fee / account holder | $86 | $157-44.9% | $8,446-99.0% | $188-54.0% |