Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $544,689 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $155,030 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $121,469 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $117,773 |
FRIDAY ELDREDGE & CLARK5+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $88,468 |
ALIGHT SOLUTIONS LLC3 years Service code 49 · EIN 82-1061233 | Other Services | $21,517 |
Service code 33 | Securities brokerage commissions and ... | $4,812 |
Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
THE VANGUARD GROUP, INC.4 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,587 | $89,609+181.9% | $105,387+139.7% | $89,609+181.9% |
| Participation rate | 94.4% | 69.6%+24.8pp | 82.6%+11.8pp | 69.6%+24.8pp |
| Annual return | 25.01% | 33.65%-8.6pp | 26.82%-1.8pp | 33.65%-8.6pp |
| Employer contribution / active EE | $4,144 | $2,584+60.4% | $4,213-1.6% | $2,584+60.4% |
| Participant deferral / active EE | $11,064 | $4,222+162.1% | $5,502+101.1% | $4,222+162.1% |
| Admin fee / account holder | $66 | $72-8.1% | $6,559-99.0% | $72-8.1% |