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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 | Other commissions; Direct payment fro... | $189 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,035 | $122,128+30.2% | $147,117+8.1% | $200,096-20.5% |
| Participation rate | 90.0% | 78.2%+11.8pp | 82.2%+7.8pp | 72.0%+18.0pp |
| Annual return | 15.21% | 30.58%-15.4pp | 420.54%-405.3pp | 34.26%-19.0pp |
| Employer contribution / active EE | $10,579 | $4,093+158.5% | $4,932+114.5% | $3,038+248.3% |
| Participant deferral / active EE | $16,050 | $8,484+89.2% | $8,065+99.0% | $5,090+215.3% |
| Admin fee / account holder | $203 | $180+12.8% | $12,993-98.4% | $269-24.8% |