Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $5,140 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $849 |
THE VANGUARD GROUP, INC.4 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 | $566,722 | $103,685+446.6% | $105,387+437.8% | $65,188+769.4% |
| Participation rate | 97.3% | 83.2%+14.1pp | 82.6%+14.8pp | 70.2%+27.1pp |
| Annual return | 22.28% | 23.88%-1.6pp | 26.82%-4.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $10,402 | $3,842+170.8% | $4,213+146.9% | $2,177+377.9% |
| Participant deferral / active EE | $17,361 | $5,634+208.2% | $5,502+215.5% | $3,514+394.0% |
| Admin fee / account holder | $81 | $399-79.8% | $6,559-98.8% | $847-90.5% |