Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,573 |
BONADIO & CO., LLP3 years Filed as: BONADIO &CO., LLP Service code 10 100 CORPORATE PARKWAY, SUITE 200 · AMHERST, NY 14226 | Accounting | $16,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,435 | $89,093+99.2% | $102,434+73.2% | $77,736+128.3% |
| Participation rate | 94.2% | 80.9%+13.2pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 12.87% | 25.03%-12.2pp | 29.46%-16.6pp | 31.26%-18.4pp |
| Employer contribution / active EE | $3,658 | $2,699+35.5% | $3,023+21.0% | $2,728+34.1% |
| Participant deferral / active EE | $7,736 | $5,147+50.3% | $5,055+53.0% | $4,651+66.3% |
| Admin fee / account holder | $129 | $236-45.3% | $9,462-98.6% | $433-70.2% |