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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $229,441 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $3,741 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $314,640 | $187,277+68.0% | $112,977+178.5% | $90,274+248.5% |
| Participation rate | 96.3% | 91.6%+4.7pp | 82.6%+13.7pp | 73.4%+22.9pp |
| Annual return | 7.95% | 26.33%-18.4pp | 24.24%-16.3pp | 53.97%-46.0pp |
| Employer contribution / active EE | $3,461 | $5,263-34.2% | $4,255-18.7% | $2,523+37.2% |
| Participant deferral / active EE | $15,237 | $8,833+72.5% | $5,836+161.1% | $4,231+260.2% |
| Admin fee / account holder | $43 | $102-57.6% | $6,294-99.3% | $114-62.3% |