Filed February 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST-CITIZENS BANK & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $231,456 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $182,401 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $37,781 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,173 | $75,760-44.3% | $123,104-65.7% | $59,188-28.7% |
| Participation rate | 87.9% | 86.0%+1.9pp | 86.8%+1.1pp | 69.4%+18.5pp |
| Annual return | 40.63% | 2.93%+37.7pp | 13.22%+27.4pp | 5.51%+35.1pp |
| Employer contribution / active EE | $3,753 | $3,415+9.9% | $5,151-27.1% | $2,098+78.9% |
| Participant deferral / active EE | $3,448 | $5,000-31.0% | $6,230-44.6% | $3,265+5.6% |
| Admin fee / account holder | $77 | $61+26.0% | $9,015-99.2% | $92-17.0% |