Filed January 12, 2021
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $544,434 |
AYCO1 year Filed as: THE AYCO COMPANY L.P. Service code 16 PO BOX 347139 · PITTSBURGH, PA 15251 | Consulting | $225,000 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $70,078 |
EIDE BAILLY LLP5+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $14,150 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,001 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,221 | $84,000-18.8% | $119,628-43.0% | $77,906-12.4% |
| Participation rate | 91.5% | 77.8%+13.6pp | 79.3%+12.2pp | 73.7%+17.8pp |
| Annual return | -15.59% | -11.59%-4.0pp | -14.98%-0.6pp | 12.16%-27.7pp |
| Employer contribution / active EE | $3,390 | $2,907+16.6% | $4,232-19.9% | $2,846+19.1% |
| Participant deferral / active EE | $7,532 | $4,705+60.1% | $5,601+34.5% | $4,805+56.7% |
| Admin fee / account holder | $145 | $116+25.1% | $10,330-98.6% | $133+9.3% |