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 | $2,085 |
BLACKROCK2 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
THE VANGUARD GROUP, INC.8 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $94,749-100.0% | $112,899-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 81.3%-81.3pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | -62.18% | 40.92%-103.1pp | 34.11%-96.3pp | 373.66%-435.8pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,530-100.0% | $7,047-100.0% | $11,409-100.0% |