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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,958 |
CHERRY BEKAERT LLP3 years Filed as: CHERRY BEKHART Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $12,250 |
BKS RETIREMENT SERVICES1 year Service code 16 25400 US 19N · CLEARWATER, FL 33763 | Consulting | $11,000 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN KRYSTYN SHERMAN Service code 16 4010 W BOY SCOUT ROAD · TAMPA, FL 33607 | Consulting | $5,500 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $5 |
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 | $78,944 | $56,095+40.7% | $178,499-55.8% | $90,274-12.6% |
| Participation rate | 93.7% | 65.6%+28.2pp | 81.9%+11.8pp | 73.4%+20.4pp |
| Annual return | 62.85% | 28.81%+34.0pp | 151.10%-88.3pp | 53.97%+8.9pp |
| Employer contribution / active EE | $2,632 | $1,572+67.4% | $5,011-47.5% | $2,523+4.3% |
| Participant deferral / active EE | $3,510 | $2,669+31.5% | $5,202-32.5% | $4,231-17.0% |
| Admin fee / account holder | $39 | $101-61.1% | $13,986-99.7% | $114-65.7% |