Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $86,918 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $52,553 |
LATHROP GPM1 year Service code 29 PO BOX 7410148 · CHICAGO, IL 60674 | Legal | $5,483 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,962 | $89,465-83.3% | $165,100-90.9% | $77,762-80.8% |
| Participation rate | 88.6% | 78.6%+10.0pp | 78.6%+10.0pp | 70.6%+18.0pp |
| Annual return | 21.41% | 28.86%-7.5pp | 70.21%-48.8pp | 31.27%-9.9pp |
| Employer contribution / active EE | $1,735 | $2,565-32.3% | $4,348-60.1% | $2,728-36.4% |
| Participant deferral / active EE | $2,646 | $4,904-46.0% | $6,035-56.2% | $4,651-43.1% |
| Admin fee / account holder | $164 | $340-51.7% | $12,696-98.7% | $433-62.1% |