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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $191,873 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $106,250 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $76,237 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $189 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,035 | $122,219+30.1% | $147,096+8.1% | $199,921-20.5% |
| Participation rate | 90.0% | 78.3%+11.7pp | 82.2%+7.8pp | 72.0%+18.0pp |
| Annual return | 15.21% | 30.59%-15.4pp | 419.75%-404.5pp | 34.28%-19.1pp |
| Employer contribution / active EE | $10,579 | $4,096+158.3% | $4,936+114.3% | $3,035+248.5% |
| Participant deferral / active EE | $16,050 | $8,503+88.8% | $8,071+98.9% | $5,089+215.4% |
| Admin fee / account holder | $203 | $179+13.0% | $13,005-98.4% | $269-24.8% |