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 | $88,982+99.4% | $102,438+73.2% | $77,671+128.4% |
| Participation rate | 94.2% | 80.9%+13.2pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 12.87% | 25.01%-12.1pp | 29.37%-16.5pp | 31.21%-18.3pp |
| Employer contribution / active EE | $3,658 | $2,698+35.6% | $3,024+21.0% | $2,726+34.2% |
| Participant deferral / active EE | $7,736 | $5,144+50.4% | $5,054+53.1% | $4,648+66.4% |
| Admin fee / account holder | $129 | $236-45.2% | $9,448-98.6% | $430-70.0% |