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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-1714114 | Recordkeeping | $238,065 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $33,425 |
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 | $311,559 | $168,477+84.9% | $105,387+195.6% | $77,775+300.6% |
| Participation rate | 97.1% | 91.6%+5.5pp | 82.6%+14.5pp | 73.2%+23.9pp |
| Annual return | 28.65% | 25.62%+3.0pp | 26.82%+1.8pp | 32.58%-3.9pp |
| Employer contribution / active EE | $3,335 | $4,957-32.7% | $4,213-20.8% | $2,504+33.2% |
| Participant deferral / active EE | $14,820 | $8,141+82.0% | $5,502+169.4% | $3,966+273.7% |
| Admin fee / account holder | $45 | $103-56.3% | $6,559-99.3% | $100-55.3% |