Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $41,293 |
BONADIO & CO., LLP1 year Filed as: BONADIO &CO., LLP Service code 10 100 CORPORATE PARKWAY, SUITE 200 · AMHERST, NY 14226 | Accounting | $14,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,283 | $72,254+73.4% | $86,677+44.5% | $64,808+93.3% |
| Participation rate | 92.0% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -17.80% | 392.42%-410.2pp | 35.91%-53.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,749 | $2,393+56.7% | $2,836+32.2% | $2,506+49.6% |
| Participant deferral / active EE | $8,128 | $4,658+74.5% | $4,656+74.6% | $4,310+88.6% |
| Admin fee / account holder | $119 | $174-31.9% | $7,493-98.4% | $188-36.9% |