Filed August 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $172,755 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $44,862 |
PKF O'CONNOR DAVIES, LLP8+ years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $349 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,478 | $130,052-17.4% | $86,717+23.9% | $77,906+38.0% |
| Participation rate | 93.8% | 85.9%+7.9pp | 76.6%+17.2pp | 73.7%+20.1pp |
| Annual return | -19.21% | -12.73%-6.5pp | 35.97%-55.2pp | 12.16%-31.4pp |
| Employer contribution / active EE | $1,766 | $3,214-45.0% | $2,837-37.7% | $2,846-37.9% |
| Participant deferral / active EE | $9,738 | $5,741+69.6% | $4,657+109.1% | $4,805+102.7% |
| Admin fee / account holder | $172 | $132+30.3% | $7,494-97.7% | $133+29.6% |