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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $118,431 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,385 |
ASPIRIANT LLC7 years Service code 26 · EIN 26-1518255 | Advisory (Participants) | $48,138 |
SOLARIS ADVISORS LLC4 years Filed as: SOLARIS ADVISORS Service code 26 · EIN 84-1734245 | Advisory (Participants) | $41,134 |
THE BANK OF NEW YORK MELLON9 years Filed as: BNY MELLON NATIONAL ASSOC Service code 26 · EIN 25-0659306 | Advisory (Participants) | $40,750 |
Filed as: CRESSET ASSET MANAGEMENT LLC Service code 26 · EIN 82-1062021 | Advisory (Participants) | $30,016 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LLC Service code 26 · EIN 20-8306720 | Advisory (Participants) | $26,092 |
Filed as: HEMINGTON WEALTH MANAGEMENT LLC Service code 26 · EIN 46-3425132 | Advisory (Participants) | $24,919 |
Service code 26 · EIN 56-2326959 | Advisory (Participants) | $20,160 |
CALLAN ASSOCIATES10+ years Filed as: CALLAN CAPITAL LLC Service code 26 · EIN 20-8228510 | Advisory (Participants) | $19,958 |
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 | $327,195 | $122,128+167.9% | $147,117+122.4% | $200,096+63.5% |
| Participation rate | 95.6% | 78.2%+17.4pp | 82.2%+13.4pp | 72.0%+23.6pp |
| Annual return | 15.05% | 30.58%-15.5pp | 420.54%-405.5pp | 34.26%-19.2pp |
| Employer contribution / active EE | $10,956 | $4,093+167.7% | $4,932+122.1% | $3,038+260.7% |
| Participant deferral / active EE | $20,127 | $8,484+137.2% | $8,065+149.6% | $5,090+295.4% |
| Admin fee / account holder | $73 | $180-59.6% | $12,993-99.4% | $269-73.1% |