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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $198,093 |
FORVIS, LLP2 years Filed as: FORVIS Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $54,544 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $42,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,250 | $107,415+28.7% | $135,998+1.7% | $80,187+72.4% |
| Participation rate | 86.2% | 78.0%+8.2pp | 81.9%+4.3pp | 72.9%+13.3pp |
| Annual return | 23.08% | 91.99%-68.9pp | 68.37%-45.3pp | 40.40%-17.3pp |
| Employer contribution / active EE | $9,724 | $3,878+150.7% | $4,860+100.1% | $2,980+226.4% |
| Participant deferral / active EE | $14,237 | $8,189+73.9% | $7,761+83.5% | $5,016+183.8% |
| Admin fee / account holder | $107 | $127-16.1% | $10,769-99.0% | $145-26.5% |