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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $354,876 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $11,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,301 | $55,730-0.8% | $96,543-42.7% | $96,393-42.6% |
| Participation rate | 38.2% | 82.8%-44.6pp | 74.3%-36.1pp | 71.3%-33.0pp |
| Annual return | 39.20% | 12.78%+26.4pp | 35.75%+3.5pp | 22.88%+16.3pp |
| Employer contribution / active EE | $1,486 | $4,014-63.0% | $3,741-60.3% | $3,239-54.1% |
| Participant deferral / active EE | $2,812 | $3,393-17.1% | $4,880-42.4% | $5,455-48.5% |
| Admin fee / account holder | $56 | $105-47.2% | $6,737-99.2% | $74-24.6% |