Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $4,549 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,602 | $91,051+18.2% | $88,497+21.6% | $55,167+95.0% |
| Participation rate | 98.3% | 79.5%+18.7pp | 82.4%+15.9pp | 69.0%+29.3pp |
| Annual return | 7.90% | 9.63%-1.7pp | 7.63%+0.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $6,063 | $3,430+76.7% | $4,036+50.2% | $1,963+208.9% |
| Participant deferral / active EE | $8,922 | $4,954+80.1% | $4,899+82.1% | $3,054+192.1% |
| Admin fee / account holder | $69 | $539-87.2% | $6,220-98.9% | $504-86.3% |