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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; Float revenue; ... | $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 | $95,438+236.4% | $135,998+136.1% | $74,478+331.1% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.9pp | 70.7%+23.0pp |
| Annual return | 33.41% | 32.61%+0.8pp | 68.37%-35.0pp | 34.37%-1.0pp |
| Employer contribution / active EE | $12,477 | $3,878+221.8% | $4,860+156.8% | $2,637+373.2% |
| Participant deferral / active EE | $12,390 | $7,790+59.0% | $7,761+59.7% | $4,530+173.5% |
| Admin fee / account holder | $42 | $259-83.7% | $10,769-99.6% | $347-87.9% |