Filed August 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,066 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $3,684 |
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 | $135,236 | $105,173+28.6% | $87,102+55.3% | $77,775+73.9% |
| Participation rate | 85.7% | 85.8%-0.1pp | 76.9%+8.8pp | 73.2%+12.5pp |
| Annual return | 25.38% | 24.52%+0.9pp | 28.19%-2.8pp | 32.58%-7.2pp |
| Employer contribution / active EE | $1,593 | $2,890-44.9% | $2,521-36.8% | $2,504-36.4% |
| Participant deferral / active EE | $8,853 | $5,048+75.4% | $4,048+118.7% | $3,966+123.2% |
| Admin fee / account holder | $84 | $105-19.3% | $7,493-98.9% | $100-15.7% |