Filed March 27, 2020 (most recent of 3 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $46,874 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $28,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,909 | $117,734-51.7% | $115,752-50.8% | $77,958-27.0% |
| Participation rate | 78.3% | 82.0%-3.7pp | 77.8%+0.5pp | 71.6%+6.7pp |
| Annual return | 21.73% | 17.65%+4.1pp | 19.41%+2.3pp | 20.87%+0.9pp |
| Employer contribution / active EE | $1,741 | $2,736-36.3% | $3,492-50.1% | $2,310-24.6% |
| Participant deferral / active EE | $3,250 | $4,435-26.7% | $5,204-37.5% | $3,537-8.1% |
| Admin fee / account holder | $18 | $75-75.6% | $6,278-99.7% | $97-81.3% |