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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $245,631 |
Filed as: ZACKS INVESTMENT MANAGEMENT IN Service code 26 · EIN 36-3792197 | Advisory (Participants) | $8,570 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $2,491 |
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 | $333,390 | $211,459+57.7% | $119,237+179.6% | $93,010+258.4% |
| Participation rate | 97.1% | 94.1%+3.0pp | 82.7%+14.3pp | 73.9%+23.2pp |
| Annual return | 15.10% | 39.10%-24.0pp | 30.70%-15.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $3,851 | $5,958-35.4% | $4,383-12.2% | $2,705+42.3% |
| Participant deferral / active EE | $16,697 | $9,654+73.0% | $6,112+173.2% | $4,561+266.1% |
| Admin fee / account holder | $42 | $124-65.8% | $7,229-99.4% | $152-72.1% |