Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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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 | $36,079 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 16 43 MAIN STREET SE · MINNEAPOLIS, MN 55414 | Consulting | $7,737 |
Filed as: SHUMAKER, LOOP,& KENDRICK, LLP Service code 16 · EIN 34-4439491 | Consulting | $7,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,093 | $53,684+19.4% | $170,435-62.4% | $80,976-20.9% |
| Participation rate | 10.5% | 69.2%-58.6pp | 83.6%-73.1pp | 68.3%-57.7pp |
| Annual return | 18.74% | 25.97%-7.2pp | 205.94%-187.2pp | 22.91%-4.2pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $318 | $3,017-89.4% | $4,939-93.6% | $3,848-91.7% |
| Admin fee / account holder | $24 | $46-47.4% | $13,881-99.8% | $67-63.8% |