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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $65,061 |
IMA WEALTH INC2 years Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $495 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,968 | $83,023+96.3% | $102,437+59.1% | $77,762+109.6% |
| Participation rate | 70.2% | 71.5%-1.3pp | 74.5%-4.3pp | 70.6%-0.3pp |
| Annual return | 14.54% | 19.12%-4.6pp | 24.95%-10.4pp | 31.27%-16.7pp |
| Employer contribution / active EE | $3,239 | $3,552-8.8% | $3,871-16.3% | $2,728+18.7% |
| Participant deferral / active EE | $6,680 | $4,110+62.5% | $5,060+32.0% | $4,651+43.6% |
| Admin fee / account holder | $159 | $639-75.2% | $8,388-98.1% | $433-63.3% |