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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $58,185 |
TRUENORTH, INC.5 years Service code 16 8200 E. 32RD STREET NORTH · WICHITA, KS 67226 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,416 | $106,236+17.1% | $112,263+10.8% | $64,824+91.9% |
| Participation rate | 64.9% | 71.7%-6.8pp | 75.1%-10.2pp | 71.5%-6.6pp |
| Annual return | -17.81% | -6.02%-11.8pp | 27.49%-45.3pp | 32.84%-50.7pp |
| Employer contribution / active EE | $2,497 | $3,167-21.1% | $3,636-31.3% | $2,507-0.4% |
| Participant deferral / active EE | $5,577 | $3,786+47.3% | $4,729+17.9% | $4,311+29.4% |
| Admin fee / account holder | $152 | $452-66.3% | $6,410-97.6% | $188-18.9% |