Filed September 11, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,455 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $54,545 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,682 | $69,255+58.4% | $121,871-10.0% | $69,255+58.4% |
| Participation rate | 93.2% | 69.0%+24.1pp | 73.2%+20.0pp | 69.0%+24.1pp |
| Annual return | 7.04% | 26.73%-19.7pp | 13.57%-6.5pp | 26.73%-19.7pp |
| Employer contribution / active EE | $2,462 | $2,645-6.9% | $2,731-9.8% | $2,645-6.9% |
| Participant deferral / active EE | $5,653 | $2,890+95.6% | $4,318+30.9% | $2,890+95.6% |
| Admin fee / account holder | $167 | $733-77.1% | $11,551-98.6% | $733-77.1% |