Filed November 3, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,983 |
Filed as: ALL SPRING GLOBAL Service code 28 1415 VANTAGE PARK, 3RD FLOOR · CHARLOTTE, NC 28203 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: SCHWABE, WILLIAMSON & WYATT Service code 28 1211 SOUTHWEST 5TH AVE., SUITE 1900 · PORTLAND, OR 97204 | Investment Management | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,356 | $122,239-14.6% | $184,203-43.3% | $74,495+40.1% |
| Participation rate | 79.5% | 85.5%-6.0pp | 86.8%-7.3pp | 67.2%+12.3pp |
| Annual return | 14.84% | 19.95%-5.1pp | 28.81%-14.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,915 | $4,537-13.7% | $6,427-39.1% | $2,623+49.2% |
| Participant deferral / active EE | $8,266 | $7,139+15.8% | $9,131-9.5% | $4,346+90.2% |
| Admin fee / account holder | $24 | $1,260-98.1% | $13,901-99.8% | $1,942-98.7% |