Filed December 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,848 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Other commissio... | $0 |
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 | $164,243 | $71,516+129.7% | $98,439+66.8% | $71,457+129.8% |
| Participation rate | 97.1% | 72.7%+24.4pp | 75.2%+21.9pp | 67.9%+29.2pp |
| Annual return | 21.27% | 32.41%-11.1pp | 21.16%+0.1pp | 28.85%-7.6pp |
| Employer contribution / active EE | $6,580 | $2,399+174.3% | $3,048+115.9% | $2,588+154.3% |
| Participant deferral / active EE | $8,106 | $4,109+97.3% | $4,738+71.1% | $4,289+89.0% |
| Admin fee / account holder | $320 | $1,675-80.9% | $8,948-96.4% | $1,587-79.9% |