Filed February 16, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $17,827 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $8,515 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDRIDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $7,330 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $6,766 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $5,046 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $550 |
BLACKROCK1 year Filed as: BLACKROCK INST COMPANY TRUST, 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 |
Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage comm... | $0 |
THE VANGUARD GROUP, INC.2+ years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return 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 | $17,428 | $153,281-88.6% | $93,765-81.4% | $77,906-77.6% |
| Participation rate | 87.2% | 92.2%-5.0pp | 81.0%+6.2pp | 73.7%+13.6pp |
| Annual return | -27.73% | -5.55%-22.2pp | -11.32%-16.4pp | 12.16%-39.9pp |
| Employer contribution / active EE | $4,827 | $5,690-15.2% | $4,327+11.5% | $2,846+69.6% |
| Participant deferral / active EE | $7,913 | $9,364-15.5% | $6,099+29.7% | $4,805+64.7% |
| Admin fee / account holder | $34 | $114-70.4% | $7,184-99.5% | $133-74.5% |