Filed January 12, 2021
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $472,577 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $49,331 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $15,914 |
EIDE BAILLY LLP2+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $12,980 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $1,194 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
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 | $63,382 | $73,125-13.3% | $125,195-49.4% | $77,775-18.5% |
| Participation rate | 83.8% | 79.4%+4.4pp | 79.8%+4.0pp | 73.2%+10.6pp |
| Annual return | 23.44% | 24.71%-1.3pp | 43.79%-20.4pp | 32.58%-9.1pp |
| Employer contribution / active EE | $2,084 | $2,413-13.6% | $3,866-46.1% | $2,504-16.8% |
| Participant deferral / active EE | $5,481 | $3,966+38.2% | $4,937+11.0% | $3,966+38.2% |
| Admin fee / account holder | $110 | $89+23.3% | $9,704-98.9% | $100+10.1% |