Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90,784 |
BB&T4+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $51,686 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $33,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,581 | $45,382-76.7% | $154,110-93.1% | $75,289-85.9% |
| Participation rate | 82.6% | 65.9%+16.8pp | 83.0%-0.4pp | 72.4%+10.2pp |
| Annual return | -7.24% | -0.47%-6.8pp | 735.22%-742.5pp | -0.04%-7.2pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,224 | $2,384-6.7% | $5,081-56.2% | $3,739-40.5% |
| Admin fee / account holder | $55 | $89-38.2% | $13,412-99.6% | $102-46.0% |