Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $425,562 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $202,718 |
FRIDAY ELDREDGE & CLARK6+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $143,638 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $124,937 |
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $121,877 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage; Other fees; Sec... | $10,176 |
ALIGHT SOLUTIONS LLC4 years Service code 49 · EIN 82-1061233 | Other Services | $7,418 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
THE VANGUARD GROUP, INC.5 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $280,115 | $106,273+163.6% | $112,977+147.9% | $106,273+163.6% |
| Participation rate | 95.8% | 70.8%+25.0pp | 82.6%+13.3pp | 70.8%+25.0pp |
| Annual return | 16.01% | 21.70%-5.7pp | 24.24%-8.2pp | 21.70%-5.7pp |
| Employer contribution / active EE | $4,495 | $2,722+65.1% | $4,255+5.6% | $2,722+65.1% |
| Participant deferral / active EE | $11,282 | $4,601+145.2% | $5,836+93.3% | $4,601+145.2% |
| Admin fee / account holder | $65 | $78-17.5% | $6,294-99.0% | $78-17.5% |