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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,564 |
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 27 1180 W. PEACHTREE ST · ATLANTA, GA 30309 | Advisory (Plan) | $35,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $15,500 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $202 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,305 | $129,227-6.1% | $184,260-34.2% | $77,736+56.0% |
| Participation rate | 83.7% | 87.4%-3.6pp | 86.8%-3.1pp | 70.6%+13.2pp |
| Annual return | 16.85% | 33.24%-16.4pp | 28.84%-12.0pp | 31.26%-14.4pp |
| Employer contribution / active EE | $2,853 | $4,412-35.3% | $6,427-55.6% | $2,728+4.6% |
| Participant deferral / active EE | $9,859 | $7,307+34.9% | $9,133+8.0% | $4,651+112.0% |
| Admin fee / account holder | $149 | $256-41.9% | $13,898-98.9% | $433-65.7% |