Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $3,257 |
THE VANGUARD GROUP, INC.1+ years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,863 | $172,932-92.6% | $119,237-89.2% | $86,828-85.2% |
| Participation rate | 83.6% | 89.4%-5.9pp | 82.7%+0.9pp | 72.3%+11.3pp |
| Annual return | 0.00% | 20.96%-21.0pp | 30.70%-30.7pp | 97.95%-97.9pp |
| Employer contribution / active EE | $3,111 | $5,487-43.3% | $4,383-29.0% | $2,406+29.3% |
| Participant deferral / active EE | $2,425 | $8,466-71.4% | $6,112-60.3% | $4,132-41.3% |
| Admin fee / account holder | $19 | $150-87.7% | $7,229-99.7% | $170-89.1% |