Filed January 12, 2021
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $308,117 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $33,901 |
EIDE BAILLY LLP3+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $12,631 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $266 |
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 | $68,244 | $82,783-17.6% | $133,982-49.1% | $90,274-24.4% |
| Participation rate | 91.0% | 81.3%+9.7pp | 79.8%+11.1pp | 73.4%+17.6pp |
| Annual return | 15.99% | 21.89%-5.9pp | 45.10%-29.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $2,365 | $2,388-1.0% | $3,919-39.7% | $2,523-6.3% |
| Participant deferral / active EE | $6,030 | $4,291+40.5% | $5,047+19.5% | $4,231+42.5% |
| Admin fee / account holder | $63 | $93-31.7% | $8,930-99.3% | $114-44.4% |