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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,682 | $117,025-6.3% | $91,541+19.8% | $85,563+28.2% |
| Participation rate | 93.2% | 64.2%+28.9pp | 69.8%+23.4pp | 66.0%+27.2pp |
| Annual return | 7.04% | 18.02%-11.0pp | 20.50%-13.5pp | 31.51%-24.5pp |
| Employer contribution / active EE | $2,462 | $2,120+16.1% | $2,505-1.7% | $2,654-7.2% |
| Participant deferral / active EE | $5,653 | $3,446+64.0% | $4,008+41.1% | $4,375+29.2% |
| Admin fee / account holder | $167 | $1,242-86.5% | $6,956-97.6% | $834-79.9% |