Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $5,684 |
Filed as: PERSHING LLC, A BNY MELLON COMPANY Service code 33 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Other fees; Securities brokerage comm... | $69 |
THE VANGUARD GROUP, INC.1 year 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 | $342,176 | $91,051+275.8% | $88,497+286.7% | $55,167+520.3% |
| Participation rate | 96.6% | 79.5%+17.1pp | 82.4%+14.2pp | 69.0%+27.6pp |
| Annual return | 7.15% | 9.63%-2.5pp | 7.63%-0.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $8,946 | $3,430+160.8% | $4,036+121.6% | $1,963+355.8% |
| Participant deferral / active EE | $14,699 | $4,954+196.7% | $4,899+200.0% | $3,054+381.3% |
| Admin fee / account holder | $81 | $539-85.0% | $6,220-98.7% | $504-84.0% |