Filed March 27, 2020 (most recent of 3 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $263,939 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $68,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,246 | $127,218-42.4% | $392,568-81.3% | $77,775-5.8% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.1%-7.3pp | 73.2%-2.5pp |
| Annual return | 23.77% | 25.27%-1.5pp | 24.42%-0.6pp | 32.58%-8.8pp |
| Employer contribution / active EE | $1,847 | $3,064-39.7% | $3,783-51.2% | $2,504-26.3% |
| Participant deferral / active EE | $3,492 | $4,820-27.6% | $5,985-41.7% | $3,966-12.0% |
| Admin fee / account holder | $87 | $89-2.7% | $6,260-98.6% | $100-13.4% |