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 | $61,315+78.9% | $90,259+21.5% | $64,728+69.5% |
| Participation rate | 93.2% | 51.1%+42.0pp | 70.7%+22.4pp | 57.9%+35.3pp |
| Annual return | 7.04% | 19.46%-12.4pp | 18.88%-11.8pp | 49.38%-42.3pp |
| Employer contribution / active EE | $2,462 | $1,602+53.7% | $2,291+7.5% | $2,243+9.8% |
| Participant deferral / active EE | $5,653 | $2,408+134.7% | $3,827+47.7% | $2,729+107.1% |
| Admin fee / account holder | $167 | $1,726-90.3% | $7,267-97.7% | $1,145-85.4% |