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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 | $387,478 |
FINANCIAL DESIGNS, INC5 years Filed as: FINANCIAL DESIGNS CORPORATION Service code 26 · EIN 95-3688571 | Advisory (Participants) | $6,888 |
CERDA MUNOZ ADVISORS INC2 years Service code 26 · EIN 46-4459677 | Advisory (Participants) | $6,594 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $5,557 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,178 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $68 |
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 | $256,355 | $103,657+147.3% | $112,504+127.9% | $103,657+147.3% |
| Participation rate | 98.0% | 73.4%+24.6pp | 80.6%+17.4pp | 73.4%+24.6pp |
| Annual return | 13.36% | 33.13%-19.8pp | 34.13%-20.8pp | 33.13%-19.8pp |
| Employer contribution / active EE | $3,509 | $3,216+9.1% | $4,571-23.2% | $3,216+9.1% |
| Participant deferral / active EE | $12,017 | $5,218+130.3% | $6,522+84.2% | $5,218+130.3% |
| Admin fee / account holder | $37 | $114-67.6% | $7,048-99.5% | $114-67.6% |