Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RET PLAN SERVICES INC Service code 15 · EIN 52-1714114 | Recordkeeping | $30,327 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Service code 29 · EIN 34-4439491 | Legal | $16,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,666 | $46,516-6.1% | $147,618-70.4% | $69,651-37.3% |
| Participation rate | 69.6% | 65.8%+3.8pp | 84.6%-15.0pp | 66.6%+3.1pp |
| Annual return | 0.35% | 9.48%-9.1pp | 61.98%-61.6pp | 53.77%-53.4pp |
| Employer contribution / active EE | $985 | $1,393-29.3% | $5,564-82.3% | $2,241-56.0% |
| Participant deferral / active EE | $1,922 | $2,719-29.3% | $4,895-60.7% | $3,635-47.1% |
| Admin fee / account holder | $4 | $45-91.7% | $11,612-100.0% | $63-94.1% |