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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $202,354 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $87,190 |
Filed as: ZACKS INVESTMENT MANAGEMENT IN Service code 26 · EIN 36-3792197 | Advisory (Participants) | $10,785 |
Filed as: FINANCIAL ALTERNATIVES INC. Service code 26 · EIN 91-2099892 | Advisory (Participants) | $5,513 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $1,605 |
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 | $282,609 | $153,281+84.4% | $93,765+201.4% | $77,906+262.8% |
| Participation rate | 97.0% | 92.2%+4.8pp | 81.0%+16.0pp | 73.7%+23.3pp |
| Annual return | -9.17% | -5.55%-3.6pp | -11.32%+2.2pp | 12.16%-21.3pp |
| Employer contribution / active EE | $3,908 | $5,690-31.3% | $4,327-9.7% | $2,846+37.3% |
| Participant deferral / active EE | $15,127 | $9,364+61.5% | $6,099+148.0% | $4,805+214.8% |
| Admin fee / account holder | $34 | $114-70.0% | $7,184-99.5% | $133-74.2% |