Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $71,269 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 100 CORPORATE PKWY 200 · AMHERST, NY 14226 | Accounting | $6,250 |
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 | $81,021 | $69,305+16.9% | $82,312-1.6% | $69,631+16.4% |
| Participation rate | 90.2% | 80.3%+9.9pp | 76.9%+13.3pp | 70.7%+19.5pp |
| Annual return | 19.21% | 21.47%-2.3pp | 25.88%-6.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,517 | $1,887+33.4% | $2,428+3.7% | $2,032+23.9% |
| Participant deferral / active EE | $4,615 | $3,568+29.3% | $3,706+24.5% | $3,224+43.2% |
| Admin fee / account holder | $101 | $97+4.4% | $5,608-98.2% | $110-8.2% |