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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,904 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,310 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $593 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Float revenue; ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,044 | $52,961+228.6% | $172,755+0.7% | $65,185+167.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.24% | 30.12%-9.9pp | 802.94%-782.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $10,045 | $2,190+358.7% | $5,144+95.3% | $2,177+361.5% |
| Participant deferral / active EE | $5,928 | $2,471+139.9% | $5,198+14.1% | $3,514+68.7% |
| Admin fee / account holder | $121 | $472-74.4% | $13,955-99.1% | $847-85.7% |