Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $532,453 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $176,060 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $110,158 |
FRIDAY ELDREDGE & CLARK3+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $66,428 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $59,461 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 82-1061233 | Other Services | $18,602 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC, A BNY MELLON COMPANY Service code 33 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities brokerage; Securities brok... | $13,919 |
THE VANGUARD GROUP, INC.2 years 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 | $246,569 | $80,976+204.5% | $97,995+151.6% | $80,976+204.5% |
| Participation rate | 91.5% | 68.3%+23.3pp | 82.4%+9.1pp | 68.3%+23.3pp |
| Annual return | 18.56% | 22.91%-4.4pp | 23.94%-5.4pp | 22.91%-4.4pp |
| Employer contribution / active EE | $3,495 | $2,402+45.5% | $4,158-16.0% | $2,402+45.5% |
| Participant deferral / active EE | $9,683 | $3,848+151.6% | $5,097+90.0% | $3,848+151.6% |
| Admin fee / account holder | $64 | $67-4.6% | $5,943-98.9% | $67-4.6% |