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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 | $339,889 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $49,756 |
SNYDER CAPITAL MANAGEMENT4 years Filed as: SNYDER COHN, PC Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $2,215 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $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 | $63,863 | $48,072+32.8% | $182,575-65.0% | $77,775-17.9% |
| Participation rate | 91.7% | 64.3%+27.5pp | 78.0%+13.7pp | 73.2%+18.5pp |
| Annual return | 28.55% | 31.26%-2.7pp | 148.60%-120.0pp | 32.58%-4.0pp |
| Employer contribution / active EE | $3,224 | $1,453+121.8% | $4,077-20.9% | $2,504+28.7% |
| Participant deferral / active EE | $7,363 | $3,209+129.4% | $5,526+33.2% | $3,966+85.7% |
| Admin fee / account holder | $80 | $131-39.4% | $8,595-99.1% | $100-20.4% |