Filed December 2, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $171,980 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANACIAL PARTNERS Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $23,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,429,203 | $130,052+26373.4% | $86,717+39603.1% | $77,906+44093.3% |
| Participation rate | 0.0% | 85.9%-85.9pp | 76.6%-76.6pp | 73.7%-73.7pp |
| Annual return | -17.57% | -12.73%-4.8pp | 35.97%-53.5pp | 12.16%-29.7pp |
| Employer contribution / active EE | $5,699 | $3,214+77.3% | $2,837+100.9% | $2,846+100.2% |
| Participant deferral / active EE | $6,839 | $5,741+19.1% | $4,657+46.9% | $4,805+42.3% |
| Admin fee / account holder | $27,858 | $132+21025.0% | $7,494+271.8% | $133+20912.9% |