Filed January 12, 2021
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $289,309 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $47,483 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $15,740 |
EIDE BAILLY LLP1+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $11,650 |
STINSON LEONARD STREET1+ years Service code 16 BOX 843052 · KANSAS CITY, MO 64184 | Consulting | $11,092 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $1,388 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,715 | $64,311-21.1% | $110,243-54.0% | $75,289-32.6% |
| Participation rate | 90.6% | 79.3%+11.4pp | 79.8%+10.8pp | 72.4%+18.2pp |
| Annual return | 5.79% | -1.74%+7.5pp | 314.76%-309.0pp | -0.04%+5.8pp |
| Employer contribution / active EE | $2,022 | $2,404-15.9% | $3,827-47.2% | $2,405-15.9% |
| Participant deferral / active EE | $5,310 | $3,892+36.5% | $4,672+13.7% | $3,739+42.0% |
| Admin fee / account holder | $79 | $88-10.1% | $8,548-99.1% | $102-23.0% |