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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $199,412 |
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $46,250 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $329 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,458 | $53,512+63.4% | $189,611-53.9% | $93,010-6.0% |
| Participation rate | 94.5% | 67.3%+27.2pp | 78.5%+16.0pp | 73.9%+20.6pp |
| Annual return | 20.36% | 20.32%0pp | 64.20%-43.8pp | 158.70%-138.3pp |
| Employer contribution / active EE | $4,177 | $1,429+192.2% | $4,413-5.3% | $2,705+54.4% |
| Participant deferral / active EE | $9,449 | $3,748+152.1% | $6,174+53.0% | $4,561+107.2% |
| Admin fee / account holder | $45 | $95-52.7% | $9,808-99.5% | $152-70.3% |