Filed February 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 60 | Sub-TA Fees | $255,636 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $60,000 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 21 · EIN 52-1714114 | Bank Trustee | $46,278 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $25,900 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Filed as: SMITH, GAMBRELL & RUSSELL Service code 16 · EIN 58-0967450 | Consulting | $24,033 |
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 | $153,455 | $144,604+6.1% | $88,497+73.4% | $63,975+139.9% |
| Participation rate | 98.2% | 91.8%+6.4pp | 82.4%+15.8pp | 71.1%+27.1pp |
| Annual return | 7.40% | 9.63%-2.2pp | 7.63%-0.2pp | 48.65%-41.3pp |
| Employer contribution / active EE | $5,792 | $4,008+44.5% | $4,036+43.5% | $2,182+165.5% |
| Participant deferral / active EE | $6,793 | $7,027-3.3% | $4,899+38.7% | $3,356+102.4% |
| Admin fee / account holder | $40 | $78-49.1% | $6,220-99.4% | $70-43.3% |