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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 | $53,612 |
Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $35,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Shareholder servic... | $22,971 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $9,472 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $109,626 | $107,440+2.0% | $105,738+3.7% | $55,725+96.7% |
| Participation rate | 93.6% | 55.5%+38.1pp | 76.3%+17.3pp | 70.9%+22.8pp |
| Annual return | -5.32% | -0.59%-4.7pp | 6.27%-11.6pp | 244.93%-250.2pp |
| Employer contribution / active EE | $6,592 | $1,448+355.2% | $3,268+101.7% | $2,078+217.2% |
| Participant deferral / active EE | $5,949 | $2,171+174.0% | $4,080+45.8% | $3,356+77.3% |
| Admin fee / account holder | $282 | $283-0.4% | $6,913-95.9% | $115+145.0% |