Filed August 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $155,540 |
SAGEVIEW ADVISORY GROUP, LLC6 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 Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,716 | $144,879-3.6% | $111,319+25.5% | $93,010+50.2% |
| Participation rate | 91.1% | 86.1%+4.9pp | 77.3%+13.7pp | 73.9%+17.2pp |
| Annual return | 14.56% | 18.11%-3.5pp | 54.68%-40.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $1,661 | $3,052-45.6% | $2,732-39.2% | $2,705-38.6% |
| Participant deferral / active EE | $8,923 | $5,576+60.0% | $4,488+98.8% | $4,561+95.6% |
| Admin fee / account holder | $112 | $104+7.8% | $7,966-98.6% | $152-26.4% |