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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,044 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,800 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,041 | $95,417+236.5% | $135,974+136.1% | $74,460+331.2% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.9pp | 70.7%+23.0pp |
| Annual return | 33.41% | 32.76%+0.6pp | 68.30%-34.9pp | 34.38%-1.0pp |
| Employer contribution / active EE | $12,477 | $3,878+221.8% | $4,859+156.8% | $2,638+373.0% |
| Participant deferral / active EE | $12,390 | $7,789+59.1% | $7,760+59.7% | $4,530+173.5% |
| Admin fee / account holder | $42 | $266-84.2% | $10,767-99.6% | $348-87.9% |