Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $4,881 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
THE VANGUARD GROUP, INC.4 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 | $211,866 | $103,685+104.3% | $105,387+101.0% | $65,188+225.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 24.31% | 23.88%+0.4pp | 26.82%-2.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $6,892 | $3,842+79.4% | $4,213+63.6% | $2,177+216.6% |
| Participant deferral / active EE | $14,593 | $5,634+159.0% | $5,502+165.2% | $3,514+315.3% |
| Admin fee / account holder | $85 | $399-78.8% | $6,559-98.7% | $847-90.0% |