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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $217,041 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 27 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Advisory (Plan) | $106,250 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $88 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,959 | $120,450+27.0% | $159,495-4.1% | $93,010+64.5% |
| Participation rate | 87.5% | 78.0%+9.6pp | 82.8%+4.7pp | 73.9%+13.6pp |
| Annual return | 9.48% | 27.11%-17.6pp | 263.72%-254.2pp | 158.70%-149.2pp |
| Employer contribution / active EE | $8,130 | $3,526+130.6% | $4,831+68.3% | $2,705+200.5% |
| Participant deferral / active EE | $12,510 | $7,283+71.8% | $7,354+70.1% | $4,561+174.3% |
| Admin fee / account holder | $117 | $137-14.7% | $10,804-98.9% | $152-23.1% |