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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 | $451,269 |
FINANCIAL DESIGNS, INC3 years Filed as: FINANCIAL DESIGNS CORPORATION Service code 26 540 W BASELINE RD · CLAREMONT, CA 91711 | Advisory (Participants) | $35,865 |
FISHER INVESTMENTS2 years Service code 26 201 MAIN · CARNEGIE, PA 15106 | Advisory (Participants) | $9,966 |
EP WEALTH ADVISORS LLC1 year Service code 26 · EIN 33-0152539 | Advisory (Participants) | $6,572 |
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... | $3,855 |
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 | $272,680 | $101,555+168.5% | $119,237+128.7% | $101,555+168.5% |
| Participation rate | 97.5% | 74.5%+23.0pp | 82.7%+14.8pp | 74.5%+23.0pp |
| Annual return | 13.94% | 21.00%-7.1pp | 30.70%-16.8pp | 21.00%-7.1pp |
| Employer contribution / active EE | $3,356 | $2,972+12.9% | $4,383-23.4% | $2,972+12.9% |
| Participant deferral / active EE | $13,864 | $4,874+184.4% | $6,112+126.8% | $4,874+184.4% |
| Admin fee / account holder | $46 | $139-67.2% | $7,229-99.4% | $139-67.2% |