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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $398,843 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $32,282 |
LAGUNA WEALTH ADVISORS LLC2 years Service code 26 · EIN 46-2750136 | Advisory (Participants) | $18,199 |
Service code 26 · EIN 02-0691794 | Advisory (Participants) | $9,913 |
CERDA MUNOZ ADVISORS INC4 years Service code 26 · EIN 46-4459677 | Advisory (Participants) | $6,264 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,994 |
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 | $330,657 | $126,505+161.4% | $97,411+239.4% | $126,505+161.4% |
| Participation rate | 95.9% | 81.0%+14.8pp | 80.4%+15.5pp | 81.0%+14.8pp |
| Annual return | 12.79% | 14.86%-2.1pp | 34.72%-21.9pp | 14.86%-2.1pp |
| Employer contribution / active EE | $4,029 | $4,041-0.3% | $4,210-4.3% | $4,041-0.3% |
| Participant deferral / active EE | $13,751 | $6,313+117.8% | $5,886+133.6% | $6,313+117.8% |
| Admin fee / account holder | $40 | $145-72.2% | $7,145-99.4% | $145-72.2% |