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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $249,632 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $124,642 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $5,479 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,925 | $75,388+47.1% | $123,553-10.2% | $55,727+99.1% |
| Participation rate | 79.9% | 75.7%+4.2pp | 82.3%-2.4pp | 70.9%+9.0pp |
| Annual return | 2.52% | 4.48%-2.0pp | 119.21%-116.7pp | 244.94%-242.4pp |
| Employer contribution / active EE | $8,466 | $3,063+176.4% | $4,628+82.9% | $2,078+307.4% |
| Participant deferral / active EE | $27,775 | $5,651+391.5% | $6,426+332.2% | $3,356+727.7% |
| Admin fee / account holder | $98 | $120-18.5% | $9,284-98.9% | $115-15.2% |