Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $343,811 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $184,719 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $99,050 |
FRIDAY ELDREDGE & CLARK1+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $38,550 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $37,917 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 49 · EIN 36-2235791 | Other Services | $12,693 |
STARCRAFT1+ years Service code 49 · EIN 13-1999293 | Other Services | $9,801 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,970 | $69,651+207.2% | $81,367+163.0% | $69,651+207.2% |
| Participation rate | 93.0% | 66.6%+26.4pp | 82.3%+10.7pp | 66.6%+26.4pp |
| Annual return | -1.44% | 53.77%-55.2pp | -0.92%-0.5pp | 53.77%-55.2pp |
| Employer contribution / active EE | $3,199 | $2,241+42.8% | $3,930-18.6% | $2,241+42.8% |
| Participant deferral / active EE | $8,900 | $3,635+144.8% | $5,383+65.3% | $3,635+144.8% |
| Admin fee / account holder | $49 | $63-21.9% | $8,926-99.4% | $63-21.9% |