Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $3,308 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage comm... | $200 |
THE VANGUARD GROUP, INC.5 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 | $681,392 | $118,971+472.7% | $112,977+503.1% | $73,501+827.0% |
| Participation rate | 97.2% | 83.3%+13.9pp | 82.6%+14.7pp | 70.7%+26.5pp |
| Annual return | 18.33% | 17.79%+0.5pp | 24.24%-5.9pp | 28.51%-10.2pp |
| Employer contribution / active EE | $13,594 | $4,091+232.3% | $4,255+219.5% | $2,270+498.8% |
| Participant deferral / active EE | $25,427 | $6,133+314.6% | $5,836+335.7% | $3,740+579.8% |
| Admin fee / account holder | $84 | $573-85.4% | $6,294-98.7% | $513-83.7% |