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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 | $432,826 |
FINANCIAL DESIGNS, INC2 years Filed as: FINANCIAL DESIGNS CORPORATION Service code 26 540 W BASELINE RD · CLAREMONT, CA 91711 | Advisory (Participants) | $22,864 |
FISHER INVESTMENTS1 year Service code 26 201 MAIN · CARNEGIE, PA 15106 | Advisory (Participants) | $7,368 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $3,099 |
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 | $263,296 | $93,223+182.4% | $112,977+133.1% | $93,223+182.4% |
| Participation rate | 97.4% | 74.9%+22.5pp | 82.6%+14.8pp | 74.9%+22.5pp |
| Annual return | 6.81% | 19.29%-12.5pp | 24.24%-17.4pp | 19.29%-12.5pp |
| Employer contribution / active EE | $3,034 | $2,680+13.2% | $4,255-28.7% | $2,680+13.2% |
| Participant deferral / active EE | $12,685 | $4,563+178.0% | $5,836+117.4% | $4,563+178.0% |
| Admin fee / account holder | $49 | $79-38.0% | $6,294-99.2% | $79-38.0% |