Filed August 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $152,308 |
PKF O'CONNOR DAVIES, LLP9+ years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $36,978 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $33,696 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $211 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,289 | $104,544+24.6% | $96,564+34.9% | $80,187+62.5% |
| Participation rate | 92.6% | 86.4%+6.2pp | 76.0%+16.6pp | 72.9%+19.7pp |
| Annual return | 19.43% | 21.79%-2.4pp | 25.89%-6.5pp | 40.40%-21.0pp |
| Employer contribution / active EE | $1,567 | $3,527-55.6% | $2,967-47.2% | $2,980-47.4% |
| Participant deferral / active EE | $8,817 | $6,170+42.9% | $4,852+81.7% | $5,016+75.8% |
| Admin fee / account holder | $169 | $107+57.7% | $8,256-98.0% | $145+16.2% |