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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 | $455,987 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $20,758 |
FINANCIAL DESIGNS, INC1 year Filed as: FINANCIAL DESIGNS CORPORATION Service code 26 · EIN 95-3688571 | Advisory (Participants) | $8,152 |
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 | $257,186 | $82,204+212.9% | $105,387+144.0% | $82,204+212.9% |
| Participation rate | 97.8% | 73.4%+24.4pp | 82.6%+15.3pp | 73.4%+24.4pp |
| Annual return | 28.26% | 26.31%+2.0pp | 26.82%+1.4pp | 26.31%+2.0pp |
| Employer contribution / active EE | $2,936 | $2,707+8.4% | $4,213-30.3% | $2,707+8.4% |
| Participant deferral / active EE | $12,263 | $4,246+188.8% | $5,502+122.9% | $4,246+188.8% |
| Admin fee / account holder | $50 | $76-33.7% | $6,559-99.2% | $76-33.7% |