Filed November 27, 2015 (most recent of 3 filings on file)
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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 | $522,249 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 16 1110 OPAL COURT · HAGERSTOWN, MD 21740 | Consulting | $120,641 |
Filed as: WEALTH ENHANCEMENT ADV SVCS LLC Service code 16 505 HIGHWAY 169 NORTH · PLYMOUTH, MN 55441 | Consulting | $12,635 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $657 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,127 | $67,512+37.9% | $185,854-49.9% | $93,010+0.1% |
| Participation rate | 96.2% | 67.1%+29.0pp | 81.7%+14.4pp | 73.9%+22.3pp |
| Annual return | 14.48% | 21.04%-6.6pp | 122.12%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $3,707 | $1,783+107.9% | $5,169-28.3% | $2,705+37.0% |
| Participant deferral / active EE | $5,049 | $3,035+66.3% | $5,569-9.3% | $4,561+10.7% |
| Admin fee / account holder | $163 | $318-48.6% | $16,246-99.0% | $152+7.6% |