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 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 | $65,208+68.2% | $90,796+20.8% | $71,012+54.5% |
| Participation rate | 93.2% | 54.6%+38.5pp | 69.5%+23.7pp | 58.6%+34.6pp |
| Annual return | 7.04% | 18.25%-11.2pp | 19.29%-12.3pp | 37.67%-30.6pp |
| Employer contribution / active EE | $2,462 | $1,855+32.8% | $2,294+7.4% | $2,348+4.9% |
| Participant deferral / active EE | $5,653 | $2,737+106.5% | $3,822+47.9% | $3,246+74.2% |
| Admin fee / account holder | $167 | $1,639-89.8% | $7,024-97.6% | $1,167-85.7% |