Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $2,576 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Other fees; Sec... | $50 |
THE VANGUARD GROUP, INC.5 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,113 | $118,971+137.1% | $112,977+149.7% | $73,501+283.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 21.36% | 17.79%+3.6pp | 24.24%-2.9pp | 28.51%-7.2pp |
| Employer contribution / active EE | $7,216 | $4,091+76.4% | $4,255+69.6% | $2,270+217.9% |
| Participant deferral / active EE | $14,006 | $6,133+128.4% | $5,836+140.0% | $3,740+274.5% |
| Admin fee / account holder | $79 | $573-86.2% | $6,294-98.7% | $513-84.6% |