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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $63,310 |
IMA WEALTH INC1 year Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,564 | $93,010+52.2% | $96,538+46.6% | $74,473+90.1% |
| Participation rate | 63.3% | 71.6%-8.3pp | 74.3%-11.1pp | 70.7%-7.4pp |
| Annual return | 18.19% | 37.50%-19.3pp | 35.74%-17.5pp | 34.36%-16.2pp |
| Employer contribution / active EE | $2,532 | $3,427-26.1% | $3,740-32.3% | $2,638-4.0% |
| Participant deferral / active EE | $5,371 | $3,971+35.2% | $4,880+10.0% | $4,530+18.6% |
| Admin fee / account holder | $156 | $633-75.4% | $6,737-97.7% | $347-55.1% |