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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $205,362 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $106,250 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $32,145 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 400 CROSS POINTE BOULEVARD · EVANSVILLE, IN 47704 | Accounting | $17,200 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $117 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,865 | $95,388+18.3% | $125,401-10.0% | $77,906+44.9% |
| Participation rate | 90.2% | 78.6%+11.6pp | 82.4%+7.8pp | 73.7%+16.5pp |
| Annual return | -21.56% | 116.19%-137.7pp | 572.53%-594.1pp | 12.16%-33.7pp |
| Employer contribution / active EE | $8,678 | $3,666+136.7% | $4,816+80.2% | $2,846+204.9% |
| Participant deferral / active EE | $12,781 | $7,711+65.7% | $7,448+71.6% | $4,805+166.0% |
| Admin fee / account holder | $123 | $119+3.6% | $10,008-98.8% | $133-7.1% |