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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER/RUSSELL & ASO. LLC Service code 26 3200 E CAMELBACK RD · PHOENIX, AZ 85018 | Advisory (Participants) | $39,273 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,036 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $26,373 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $306 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,848 | $104,336+229.6% | $159,495+115.6% | $86,828+296.0% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.8%+15.6pp | 72.3%+26.1pp |
| Annual return | 14.55% | 26.32%-11.8pp | 263.72%-249.2pp | 97.95%-83.4pp |
| Employer contribution / active EE | $11,719 | $3,451+239.6% | $4,831+142.6% | $2,406+387.0% |
| Participant deferral / active EE | $12,296 | $6,837+79.8% | $7,354+67.2% | $4,132+197.6% |
| Admin fee / account holder | $240 | $172+39.1% | $10,804-97.8% | $170+41.3% |