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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $95,058 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,291 |
Filed as: SNYDER COHN PC Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $10,000 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $167 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,185 | $43,233+20.7% | $185,117-71.8% | $77,958-33.1% |
| Participation rate | 92.8% | 64.2%+28.6pp | 77.3%+15.5pp | 71.6%+21.2pp |
| Annual return | 22.69% | 20.43%+2.3pp | 40.50%-17.8pp | 20.87%+1.8pp |
| Employer contribution / active EE | $3,015 | $1,312+129.9% | $4,182-27.9% | $2,310+30.5% |
| Participant deferral / active EE | $6,235 | $2,912+114.1% | $5,045+23.6% | $3,537+76.3% |
| Admin fee / account holder | $29 | $95-69.8% | $8,159-99.6% | $97-70.5% |