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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,341 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $33,332 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,168 | $85,144+22.3% | $130,062-19.9% | $80,169+29.9% |
| Participation rate | 41.9% | 79.5%-37.6pp | 78.5%-36.6pp | 72.9%-31.0pp |
| Annual return | 18.06% | 23.78%-5.7pp | -137.37%+155.4pp | 40.39%-22.3pp |
| Employer contribution / active EE | $975 | $3,059-68.1% | $4,322-77.4% | $2,978-67.3% |
| Participant deferral / active EE | $1,959 | $4,992-60.8% | $5,821-66.3% | $5,016-60.9% |
| Admin fee / account holder | $107 | $392-72.7% | $10,601-99.0% | $145-26.3% |