Filed December 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,047 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,607 | $72,607+84.0% | $90,749+47.2% | $66,914+99.7% |
| Participation rate | 96.1% | 73.7%+22.4pp | 75.7%+20.4pp | 69.8%+26.3pp |
| Annual return | -15.40% | -12.28%-3.1pp | -12.16%-3.2pp | 1.58%-17.0pp |
| Employer contribution / active EE | $5,897 | $2,369+148.9% | $2,921+101.9% | $2,544+131.8% |
| Participant deferral / active EE | $7,685 | $3,977+93.2% | $4,564+68.4% | $4,237+81.4% |
| Admin fee / account holder | $361 | $707-49.0% | $8,445-95.7% | $593-39.2% |