Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,884 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $23,750 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $15,970 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,096 | $71,142-87.2% | $119,634-92.4% | $64,824-86.0% |
| Participation rate | 81.1% | 78.6%+2.4pp | 79.3%+1.8pp | 71.5%+9.6pp |
| Annual return | -18.32% | -10.01%-8.3pp | -14.98%-3.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $1,448 | $2,497-42.0% | $4,232-65.8% | $2,507-42.2% |
| Participant deferral / active EE | $1,977 | $4,490-56.0% | $5,601-64.7% | $4,311-54.1% |
| Admin fee / account holder | $156 | $162-4.1% | $10,329-98.5% | $188-17.2% |