Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $551,673 |
EVERCORE TRUST COMPANY2+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $207,854 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $110,930 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $95,469 |
FRIDAY ELDREDGE & CLARK2+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $79,675 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 49 · EIN 36-2235791 | Other Services | $17,600 |
Filed as: PERSHING LLC, A BNY MELLON COMPANY Service code 33 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities brokerage commissions and ... | $13,730 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,540 | $329,111-32.7% | $88,497+150.3% | $329,111-32.7% |
| Participation rate | 93.4% | 67.9%+25.5pp | 82.4%+11.0pp | 67.9%+25.5pp |
| Annual return | 7.06% | 16.35%-9.3pp | 7.63%-0.6pp | 16.35%-9.3pp |
| Employer contribution / active EE | $3,367 | $2,303+46.2% | $4,036-16.6% | $2,303+46.2% |
| Participant deferral / active EE | $9,156 | $3,682+148.7% | $4,899+86.9% | $3,682+148.7% |
| Admin fee / account holder | $72 | $754-90.4% | $6,220-98.8% | $754-90.4% |