Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $2,392 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage comm... | $550 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
THE VANGUARD GROUP, INC.7 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $702,825 | $90,422+677.3% | $93,765+649.6% | $134,554+422.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 81.0%-81.0pp | 81.2%-81.2pp |
| Annual return | -18.01% | -15.71%-2.3pp | -11.32%-6.7pp | 418.46%-436.5pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $4,327-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,982-100.0% | $6,099-100.0% | $6,401-100.0% |
| Admin fee / account holder | $108 | $9,232-98.8% | $7,184-98.5% | $11,430-99.1% |