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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $204,787 |
Filed as: ZACKS INVESTMENT MANAGEMENT IN Service code 26 · EIN 36-3792197 | Advisory (Participants) | $10,793 |
Service code 26 · EIN 91-2099892 | Advisory (Participants) | $7,526 |
WILSEY ASSET MANAGEMENT1 year Filed as: WILSEY ASSET MANAGEMENT INC Service code 26 · EIN 45-5139913 | Advisory (Participants) | $6,018 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,152 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $65 |
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 | $309,050 | $167,950+84.0% | $112,504+174.7% | $80,187+285.4% |
| Participation rate | 97.5% | 94.5%+3.0pp | 80.6%+16.9pp | 72.9%+24.5pp |
| Annual return | 13.95% | 18.78%-4.8pp | 34.13%-20.2pp | 40.40%-26.5pp |
| Employer contribution / active EE | $4,042 | $6,272-35.6% | $4,571-11.6% | $2,980+35.7% |
| Participant deferral / active EE | $15,511 | $9,857+57.4% | $6,522+137.8% | $5,016+209.2% |
| Admin fee / account holder | $34 | $104-67.4% | $7,048-99.5% | $145-76.7% |