Filed February 16, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $2,471 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
THE VANGUARD GROUP, INC.7 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,135 | $90,467+218.5% | $93,759+207.3% | $134,532+114.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 81.0%-81.0pp | 81.2%-81.2pp |
| Annual return | -20.32% | -15.72%-4.6pp | -11.33%-9.0pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $100 | $9,258-98.9% | $7,197-98.6% | $11,429-99.1% |