Filed August 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,875 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $57,447 |
PKF O'CONNOR DAVIES, LLP10+ years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $11,025 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $233 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,875 | $110,282+25.9% | $102,423+35.6% | $199,921-30.5% |
| Participation rate | 91.6% | 86.3%+5.3pp | 76.5%+15.1pp | 72.0%+19.6pp |
| Annual return | 14.71% | 35.75%-21.0pp | 29.42%-14.7pp | 34.28%-19.6pp |
| Employer contribution / active EE | $1,584 | $3,603-56.0% | $3,023-47.6% | $3,035-47.8% |
| Participant deferral / active EE | $9,297 | $6,376+45.8% | $5,054+83.9% | $5,089+82.7% |
| Admin fee / account holder | $161 | $122+31.4% | $9,455-98.3% | $269-40.3% |