Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $527,497 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $160,163 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $117,113 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $88,852 |
FRIDAY ELDREDGE & CLARK4+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $70,974 |
ALIGHT SOLUTIONS LLC2 years Service code 49 · EIN 82-1061233 | Other Services | $10,833 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC, A BNY MELLON COMPANY Service code 33 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Other fees; Securities brokerage; Sec... | $6,177 |
THE VANGUARD GROUP, INC.3 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 | $219,811 | $73,367+199.6% | $90,782+142.1% | $73,367+199.6% |
| Participation rate | 93.5% | 69.5%+24.0pp | 82.7%+10.8pp | 69.5%+24.0pp |
| Annual return | -0.97% | 173.45%-174.4pp | -3.42%+2.4pp | 173.45%-174.4pp |
| Employer contribution / active EE | $3,870 | $2,499+54.9% | $4,105-5.7% | $2,499+54.9% |
| Participant deferral / active EE | $10,096 | $4,033+150.4% | $5,366+88.2% | $4,033+150.4% |
| Admin fee / account holder | $63 | $68-8.2% | $5,908-98.9% | $68-8.2% |