Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $2,174 |
BLACKROCK2 years Filed as: BLACKROCK INST TRUST COMPANY, N.A Service code 28 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
THE VANGUARD GROUP, INC.8 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $94,067-100.0% | $112,504-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 81.4%-81.4pp | 80.6%-80.6pp | 80.3%-80.3pp |
| Annual return | -78.81% | 40.97%-119.8pp | 34.13%-112.9pp | 373.99%-452.8pp |
| Employer contribution / active EE | $0 | $4,639-100.0% | $4,571-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $6,522-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,534-100.0% | $7,048-100.0% | $11,410-100.0% |