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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $203,999 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $49,433 |
FINANCIAL ALTERNATIVES INC2 years Service code 26 · EIN 91-2099892 | Advisory (Participants) | $6,119 |
WILSEY ASSET MANAGEMENT2 years Filed as: WILSEY ASSET MANAGEMENT INC Service code 26 · EIN 45-5139913 | Advisory (Participants) | $6,084 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,362 |
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 | $358,120 | $191,300+87.2% | $103,065+247.5% | $200,096+79.0% |
| Participation rate | 97.7% | 93.4%+4.4pp | 80.6%+17.2pp | 72.0%+25.7pp |
| Annual return | 15.93% | 15.75%+0.2pp | 23.95%-8.0pp | 34.26%-18.3pp |
| Employer contribution / active EE | $4,401 | $6,666-34.0% | $4,675-5.9% | $3,038+44.9% |
| Participant deferral / active EE | $16,745 | $10,452+60.2% | $6,625+152.7% | $5,090+229.0% |
| Admin fee / account holder | $34 | $115-70.2% | $9,349-99.6% | $269-87.3% |