Filed January 12, 2021
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $424,510 |
Service code 26 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Participants) | $68,037 |
EIDE BAILLY LLP4+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $13,980 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,334 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,715 | $86,580-10.2% | $146,649-47.0% | $101,555-23.5% |
| Participation rate | 89.6% | 80.7%+8.9pp | 80.1%+9.5pp | 74.5%+15.1pp |
| Annual return | 14.68% | 30.94%-16.3pp | 22.75%-8.1pp | 21.00%-6.3pp |
| Employer contribution / active EE | $2,410 | $2,512-4.0% | $4,137-41.7% | $2,972-18.9% |
| Participant deferral / active EE | $6,347 | $4,413+43.8% | $5,506+15.3% | $4,874+30.2% |
| Admin fee / account holder | $87 | $71+21.7% | $10,281-99.2% | $139-37.7% |