Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $6,291 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC, A BNY MELLON COMPANY Service code 33 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities brokerage commissions and ... | $49 |
THE VANGUARD GROUP, INC.2 years 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 | $437,021 | $102,514+326.3% | $97,995+346.0% | $62,293+601.6% |
| Participation rate | 94.8% | 79.5%+15.3pp | 82.4%+12.4pp | 69.5%+25.3pp |
| Annual return | 18.93% | 32.43%-13.5pp | 23.94%-5.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $10,043 | $3,689+172.2% | $4,158+141.5% | $2,042+391.7% |
| Participant deferral / active EE | $17,643 | $5,308+232.4% | $5,097+246.2% | $3,169+456.7% |
| Admin fee / account holder | $71 | $378-81.2% | $5,943-98.8% | $479-85.2% |