Filed December 14, 2018 (most recent of 2 filings on file)
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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 | $33,372 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,409 | $70,908+102.2% | $98,907+45.0% | $73,488+95.1% |
| Participation rate | 96.0% | 73.8%+22.3pp | 76.0%+20.0pp | 70.7%+25.4pp |
| Annual return | 19.16% | 34.17%-15.0pp | 196.43%-177.3pp | 28.51%-9.3pp |
| Employer contribution / active EE | $5,840 | $2,036+186.8% | $2,689+117.2% | $2,270+157.3% |
| Participant deferral / active EE | $7,322 | $3,500+109.2% | $4,244+72.5% | $3,740+95.8% |
| Admin fee / account holder | $317 | $535-40.8% | $6,642-95.2% | $513-38.3% |