Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $82,500 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,827 |
BONADIO & CO., LLP4 years Service code 10 100 CORPORATE PARKWAY · AMHERST, NY 14226 | Accounting | $11,290 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $443 |
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 | $118,931 | $79,519+49.6% | $95,960+23.9% | $73,412+62.0% |
| Participation rate | 89.6% | 81.2%+8.4pp | 77.1%+12.5pp | 72.2%+17.4pp |
| Annual return | 17.26% | 19.20%-1.9pp | 91.63%-74.4pp | 59.30%-42.0pp |
| Employer contribution / active EE | $3,175 | $2,048+55.1% | $2,541+24.9% | $2,234+42.2% |
| Participant deferral / active EE | $6,472 | $4,138+56.4% | $4,167+55.3% | $3,806+70.1% |
| Admin fee / account holder | $194 | $184+5.3% | $6,797-97.1% | $158+22.9% |