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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $46,076 |
BRIDGEWEALTH ADVISORY GROUP2+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVEUNE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $16,467 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,436 | $58,320-23.8% | $86,451-48.6% | $66,949-33.6% |
| Participation rate | 96.7% | 78.6%+18.1pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | -17.72% | -9.71%-8.0pp | 4398.51%-4416.2pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,655 | $2,615+1.5% | $3,770-29.6% | $2,545+4.3% |
| Participant deferral / active EE | $4,565 | $6,899-33.8% | $6,953-34.3% | $4,239+7.7% |
| Admin fee / account holder | $252 | $546-53.9% | $6,734-96.3% | $594-57.6% |