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 | $140,800-22.1% | $89,340+22.8% | $79,634+37.7% |
| Participation rate | 93.2% | 61.9%+31.2pp | 69.6%+23.6pp | 62.5%+30.7pp |
| Annual return | 7.04% | 17.84%-10.8pp | 20.57%-13.5pp | 36.46%-29.4pp |
| Employer contribution / active EE | $2,462 | $2,021+21.9% | $2,231+10.4% | $2,529-2.6% |
| Participant deferral / active EE | $5,653 | $3,219+75.6% | $3,823+47.9% | $3,835+47.4% |
| Admin fee / account holder | $167 | $1,610-89.6% | $6,704-97.5% | $1,002-83.3% |