Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $4,670 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE AND TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $1,469 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $353 |
FRIDAY ELDREDGE & CLARK1+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $346 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,684 | $89,553-1.0% | $81,367+9.0% | $52,331+69.5% |
| Participation rate | 89.8% | 82.2%+7.6pp | 82.3%+7.5pp | 68.1%+21.7pp |
| Annual return | 0.18% | 4.41%-4.2pp | -0.92%+1.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,588 | $3,780-58.0% | $3,930-59.6% | $1,882-15.6% |
| Participant deferral / active EE | $8,135 | $5,359+51.8% | $5,383+51.1% | $3,022+169.2% |
| Admin fee / account holder | $39 | $1,914-97.9% | $8,926-99.6% | $592-93.4% |