Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $422,726 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $184,896 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $133,819 |
CALLAN ASSOCIATES3 years Filed as: CALLAN LLC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $77,773 |
FRIDAY ELDREDGE & CLARK10+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $49,707 |
ALIGHT SOLUTIONS LLC8 years Service code 49 · EIN 82-1061233 | Other Services | $17,133 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 | Securities brokerage; Other fees; Sec... | $9,182 |
BLACKROCK3 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 52 | Indirect Investment Fees | $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 | $342,179 | $99,313+244.5% | $103,065+232.0% | $99,313+244.5% |
| Participation rate | 96.0% | 71.7%+24.3pp | 80.6%+15.5pp | 71.7%+24.3pp |
| Annual return | 18.22% | 17.67%+0.6pp | 23.95%-5.7pp | 17.67%+0.6pp |
| Employer contribution / active EE | $5,902 | $3,264+80.8% | $4,675+26.2% | $3,264+80.8% |
| Participant deferral / active EE | $12,873 | $5,346+140.8% | $6,625+94.3% | $5,346+140.8% |
| Admin fee / account holder | $69 | $109-36.4% | $9,349-99.3% | $109-36.4% |