Filed December 14, 2018 (most recent of 2 filings on file)
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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 | $30,261 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 50 | Direct Payment | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 50 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,062 | $66,310+73.5% | $93,606+22.9% | $65,185+76.5% |
| Participation rate | 96.0% | 74.0%+22.0pp | 75.8%+20.2pp | 70.2%+25.8pp |
| Annual return | 23.21% | 42.58%-19.4pp | 32.76%-9.5pp | 29.38%-6.2pp |
| Employer contribution / active EE | $5,477 | $2,012+172.2% | $2,718+101.5% | $2,177+151.6% |
| Participant deferral / active EE | $6,872 | $3,342+105.6% | $4,069+68.9% | $3,514+95.6% |
| Admin fee / account holder | $293 | $6,897-95.7% | $7,888-96.3% | $847-65.4% |