Filed January 12, 2021
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $462,723 |
AYCO2 years Filed as: THE AYCO COMPANY L.P. Service code 28 PO BOX 347139 · PITTSBURGH, PA 15251 | Investment Management | $200,000 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $72,180 |
EIDE BAILLY LLP6+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $15,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,462 | $84,149-4.4% | $130,070-38.1% | $103,657-22.4% |
| Participation rate | 88.7% | 81.0%+7.7pp | 78.5%+10.2pp | 73.4%+15.3pp |
| Annual return | 18.37% | 25.45%-7.1pp | -137.40%+155.8pp | 33.13%-14.8pp |
| Employer contribution / active EE | $3,342 | $2,687+24.4% | $4,322-22.7% | $3,216+3.9% |
| Participant deferral / active EE | $7,432 | $5,201+42.9% | $5,821+27.7% | $5,218+42.4% |
| Admin fee / account holder | $121 | $75+60.5% | $10,600-98.9% | $114+5.6% |