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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,082 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $29,757 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $8,925 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $8,750 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $100 |
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 | $156,491 | $58,101+169.3% | $118,946+31.6% | $73,412+113.2% |
| Participation rate | 98.0% | 56.1%+41.9pp | 75.4%+22.6pp | 72.2%+25.8pp |
| Annual return | 13.71% | 20.56%-6.8pp | 35.89%-22.2pp | 59.30%-45.6pp |
| Employer contribution / active EE | $5,616 | $1,445+288.6% | $3,263+72.1% | $2,234+151.4% |
| Participant deferral / active EE | $7,110 | $2,400+196.3% | $4,266+66.7% | $3,806+86.8% |
| Admin fee / account holder | $203 | $138+47.3% | $6,581-96.9% | $158+28.8% |