Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $6,628 |
THE VANGUARD GROUP, INC.3 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 | $447,240 | $92,897+381.4% | $90,782+392.7% | $56,289+694.5% |
| Participation rate | 95.9% | 80.7%+15.2pp | 82.7%+13.2pp | 69.9%+26.0pp |
| Annual return | -3.56% | -2.59%-1.0pp | -3.42%-0.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $11,956 | $3,871+208.8% | $4,105+191.2% | $2,111+466.3% |
| Participant deferral / active EE | $21,771 | $5,551+292.2% | $5,366+305.7% | $3,350+549.9% |
| Admin fee / account holder | $77 | $440-82.4% | $5,908-98.7% | $521-85.2% |