Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $4,856 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
THE VANGUARD GROUP, INC.6 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 | $343,352 | $133,040+158.1% | $119,237+188.0% | $79,395+332.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 82.7%+17.3pp | 70.7%+29.3pp |
| Annual return | 14.29% | 20.05%-5.8pp | 30.70%-16.4pp | 116.90%-102.6pp |
| Employer contribution / active EE | $7,291 | $4,390+66.1% | $4,383+66.3% | $2,428+200.3% |
| Participant deferral / active EE | $14,622 | $6,448+126.8% | $6,112+139.2% | $4,046+261.4% |
| Admin fee / account holder | $79 | $686-88.5% | $7,229-98.9% | $626-87.4% |