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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $202,552 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $31,621 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $9,365 |
WILSEY ASSET MANAGEMENT3 years Filed as: WILSEY ASSET MANAGEMENT INC Service code 26 · EIN 45-5139913 | Advisory (Participants) | $6,317 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,737 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,945 |
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 | $389,464 | $100,573+287.2% | $97,411+299.8% | $100,573+287.2% |
| Participation rate | 95.0% | 70.9%+24.0pp | 80.4%+14.6pp | 70.9%+24.0pp |
| Annual return | 12.74% | 18.89%-6.1pp | 34.72%-22.0pp | 18.89%-6.1pp |
| Employer contribution / active EE | $4,817 | $3,763+28.0% | $4,210+14.4% | $3,763+28.0% |
| Participant deferral / active EE | $18,295 | $4,921+271.8% | $5,886+210.8% | $4,921+271.8% |
| Admin fee / account holder | $35 | $454-92.2% | $7,145-99.5% | $454-92.2% |