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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $89,966 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,666 | $84,784+65.9% | $98,462+42.9% | $74,473+88.9% |
| Participation rate | 94.7% | 81.5%+13.2pp | 75.2%+19.5pp | 70.7%+23.9pp |
| Annual return | 20.32% | 20.59%-0.3pp | 21.17%-0.9pp | 34.36%-14.0pp |
| Employer contribution / active EE | $3,538 | $3,364+5.2% | $3,049+16.1% | $2,638+34.1% |
| Participant deferral / active EE | $10,290 | $5,218+97.2% | $4,738+117.2% | $4,530+127.1% |
| Admin fee / account holder | $79 | $204-61.3% | $8,875-99.1% | $347-77.2% |