Filed January 12, 2021
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $410,277 |
AYCO3 years Filed as: THE AYCO COMPANY L.P. Service code 28 PO BOX 347139 · PITTSBURGH, PA 15251 | Investment Management | $200,000 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $74,346 |
IGRAD1 year Filed as: IGRAD, LLC Service code 49 520 E STRAWBRIDGE AVE · MELBOURNE, FL 32901 | Other Services | $37,500 |
EIDE BAILLY LLP7+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $17,050 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $1,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,329 | $93,462-2.3% | $165,100-44.7% | $99,313-8.0% |
| Participation rate | 92.9% | 79.9%+13.0pp | 78.6%+14.2pp | 71.7%+21.2pp |
| Annual return | 15.04% | 15.71%-0.7pp | 70.21%-55.2pp | 17.67%-2.6pp |
| Employer contribution / active EE | $3,528 | $3,099+13.8% | $4,348-18.9% | $3,264+8.1% |
| Participant deferral / active EE | $7,851 | $5,366+46.3% | $6,035+30.1% | $5,346+46.9% |
| Admin fee / account holder | $115 | $81+41.0% | $12,696-99.1% | $109+5.0% |