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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE Service code 16 270 PARK AVE · NEW YORK, NY 10017 | Consulting | $171,324 |
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $98,474 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,852 | $122,219-5.2% | $147,096-21.2% | $199,921-42.1% |
| Participation rate | 83.5% | 78.3%+5.2pp | 82.2%+1.3pp | 72.0%+11.4pp |
| Annual return | 14.79% | 30.59%-15.8pp | 419.75%-405.0pp | 34.28%-19.5pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $9,151 | $8,503+7.6% | $8,071+13.4% | $5,089+79.8% |
| Admin fee / account holder | $151 | $179-15.9% | $13,005-98.8% | $269-44.1% |