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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 | $74,543 |
FINANCIAL ENGINES1 year Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $7,041 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,195 | $91,746-6.1% | $146,643-41.2% | $93,010-7.3% |
| Participation rate | 40.3% | 80.9%-40.6pp | 80.1%-39.7pp | 73.9%-33.6pp |
| Annual return | 14.35% | 18.28%-3.9pp | 22.75%-8.4pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,217 | $2,815-56.8% | $4,137-70.6% | $2,705-55.0% |
| Participant deferral / active EE | $2,457 | $4,589-46.5% | $5,506-55.4% | $4,561-46.1% |
| Admin fee / account holder | $46 | $101-54.1% | $10,280-99.5% | $152-69.4% |