Filed February 16, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $326,859 |
DELOITTE & TOUCHE LLP9+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $179,020 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $108,467 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $104,523 |
FRIDAY ELDREDGE & CLARK9+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $59,891 |
ALIGHT SOLUTIONS LLC7 years Service code 49 · EIN 82-1061233 | Other Services | $10,517 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 | Other fees; Securities brokerage comm... | $9,993 |
BLACKROCK2 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage; Sec... | $0 |
THE VANGUARD GROUP, INC.8 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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 | $285,458 | $103,514+175.8% | $112,899+152.8% | $103,514+175.8% |
| Participation rate | 96.1% | 73.3%+22.9pp | 80.5%+15.6pp | 73.3%+22.9pp |
| Annual return | 19.51% | 33.12%-13.6pp | 34.11%-14.6pp | 33.12%-13.6pp |
| Employer contribution / active EE | $5,516 | $3,210+71.8% | $4,566+20.8% | $3,210+71.8% |
| Participant deferral / active EE | $11,956 | $5,209+129.5% | $6,516+83.5% | $5,209+129.5% |
| Admin fee / account holder | $59 | $114-48.4% | $7,047-99.2% | $114-48.4% |