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 | $42,034 |
BONADIO & CO., LLP2 years Filed as: BONADIO &CO., LLP Service code 10 100 CORPORATE PARKWAY, SUITE 200 · AMHERST, NY 14226 | Accounting | $15,750 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $14,369 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,406 | $99,168+51.7% | $96,576+55.7% | $74,440+102.0% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.0%+17.3pp | 70.7%+22.6pp |
| Annual return | 18.07% | 22.40%-4.3pp | 25.87%-7.8pp | 34.37%-16.3pp |
| Employer contribution / active EE | $3,574 | $2,570+39.1% | $2,965+20.6% | $2,638+35.5% |
| Participant deferral / active EE | $7,689 | $4,936+55.8% | $4,851+58.5% | $4,529+69.8% |
| Admin fee / account holder | $147 | $225-34.8% | $8,253-98.2% | $348-57.8% |