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 | $3,885 |
FRIDAY ELDREDGE & CLARK1+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $3,207 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $2,509 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $1,836 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $664 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 49 · EIN 36-2235791 | Other Services | $450 |
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 | $272,306 | $89,553+204.1% | $81,367+234.7% | $52,331+420.4% |
| Participation rate | 96.3% | 82.2%+14.0pp | 82.3%+14.0pp | 68.1%+28.2pp |
| Annual return | 0.51% | 4.41%-3.9pp | -0.92%+1.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $8,645 | $3,780+128.7% | $3,930+120.0% | $1,882+359.4% |
| Participant deferral / active EE | $13,405 | $5,359+150.1% | $5,383+149.0% | $3,022+343.6% |
| Admin fee / account holder | $59 | $1,914-96.9% | $8,926-99.3% | $592-90.0% |