Filed September 11, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $91,924 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $52,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,031 | $55,790+99.0% | $76,657+44.8% | $67,579+64.3% |
| Participation rate | 95.2% | 71.1%+24.1pp | 72.1%+23.1pp | 71.3%+23.9pp |
| Annual return | 2.41% | 64.45%-62.0pp | 1166.74%-1164.3pp | 378.56%-376.2pp |
| Employer contribution / active EE | $7,997 | $1,810+341.8% | $2,303+247.3% | $2,148+272.4% |
| Participant deferral / active EE | $4,326 | $2,875+50.5% | $3,335+29.7% | $3,539+22.2% |
| Admin fee / account holder | $214 | $159+34.3% | $6,423-96.7% | $142+50.2% |