Scientific Research Corporation_PHL_093021_Final

Plan At A Glance Scientific Research Corporation 401(k) Profit Sharing Plan

Professional, Scientific, and Technical Services

401(k) Industry Average Plan Type Average

09/30/2018

09/30/2019

09/30/2020

09/30/2021

09/30/2021

09/30/2021

Total participant plan assets

$140,262,180

$145,178,694

$167,775,422

$211,250,786

$322,339,527

$357,915,675

Average participant account balance Median participant account balance Average active participant account balance Average terminated participant account balance

$94,900 $32,608 $105,627 $77,214

$92,588 $30,505 $100,323 $78,550

$101,253 $32,576 $110,048 $85,263

$116,842 $36,144 $126,499 $97,971

$165,979 $44,651 $187,262 $130,651

$121,008 $26,967 $125,555 $110,928

Number of participants w ith a balance PARTICIPATION & CONTRIBUTIONS Participation rate

1,478

1,568

1,657

1,808

1,942

2,958

64.0%

63.0%

62.9%

63.8% 10.1%

80.0%

71.6%

Average deferral rate Median deferral rate

9.4% 7.0%

9.2% 7.0%

9.5% 7.0%

9.6% 8.0%

8.5% 6.0%

8.0%

Average active participant age Average active participant tenure

45.7

45.9

45.9

45.9

44.6

45.1

9.2

8.1

7.4

6.3

7.5

8.0

% of Participants contributing at or above the company match

79.0%

79.4%

81.9%

73.5%

N/A

N/A

AUTO- SERV ICES Auto-increase participation Auto-enrollment participation LOANS # of Active participants w ith loans % of Active participants w ith loans Average loan amount by participant DISTRIBUTIONS & WITHDRAWALS # of Hardship w ithdraw als # of Non-hardship inservice w ithdraw als # of Terminated partial w ithdraw als

20.6%

22.3%

20.1%

17.2%

9.8% / 49.9%

10.9% / 65.1%

0.0%

0.0%

0.0%

0.0%

93.5%

93.7%

142

155

156

179

152

385

15.4%

15.3%

14.6%

15.0%

12.6%

18.9% $9,747

$10,066

$11,016

$10,679

$10,278

$12,317

10 26

7

4

4

17

61

43

70

79

698 393

1,431

3

2

9

5

732

# of Lump-sumdistributions # of Installment distributions Rollovers/cashouts distributions

365

270

255

175

1,181

2,055

0

0

0

0

484

709

86% / 14%

88% / 12%

73% / 27%

86% / 14%

88% / 12%

80% / 20%

9

T. ROWE PR ICE

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