Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $6,780 |
Filed as: PERSHING LLC, A BNY MELLON COMPANY Service code 33 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities brokerage; Securities brok... | $3,623 |
THE VANGUARD GROUP, INC.2 years 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 | $143,548 | $102,514+40.0% | $97,995+46.5% | $62,293+130.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 19.57% | 32.43%-12.9pp | 23.94%-4.4pp | 28.90%-9.3pp |
| Employer contribution / active EE | $6,831 | $3,689+85.1% | $4,158+64.3% | $2,042+234.5% |
| Participant deferral / active EE | $10,676 | $5,308+101.1% | $5,097+109.5% | $3,169+236.9% |
| Admin fee / account holder | $73 | $378-80.6% | $5,943-98.8% | $479-84.7% |