Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $488,689 |
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $189,160 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $153,161 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $107,761 |
FRIDAY ELDREDGE & CLARK8+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $89,738 |
ALIGHT SOLUTIONS LLC6 years Service code 49 · EIN 82-1061233 | Other Services | $18,450 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 | Securities brokerage; Other fees; Sec... | $17,433 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
THE VANGUARD GROUP, INC.7 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,057 | $89,433+167.3% | $93,765+155.0% | $89,433+167.3% |
| Participation rate | 95.7% | 71.3%+24.4pp | 81.0%+14.7pp | 71.3%+24.4pp |
| Annual return | -18.74% | -11.88%-6.9pp | -11.32%-7.4pp | -11.88%-6.9pp |
| Employer contribution / active EE | $5,147 | $3,021+70.4% | $4,327+18.9% | $3,021+70.4% |
| Participant deferral / active EE | $12,538 | $5,125+144.7% | $6,099+105.6% | $5,125+144.7% |
| Admin fee / account holder | $74 | $79-6.9% | $7,184-99.0% | $79-6.9% |