Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $68,352 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $24,463 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,731 | $91,406-88.3% | $130,062-91.7% | $74,473-85.6% |
| Participation rate | 80.6% | 77.8%+2.8pp | 78.5%+2.1pp | 70.7%+9.9pp |
| Annual return | 29.48% | 23.21%+6.3pp | -137.37%+166.8pp | 34.36%-4.9pp |
| Employer contribution / active EE | $1,448 | $2,565-43.5% | $4,322-66.5% | $2,638-45.1% |
| Participant deferral / active EE | $1,954 | $4,724-58.6% | $5,821-66.4% | $4,530-56.9% |
| Admin fee / account holder | $112 | $283-60.5% | $10,601-98.9% | $347-67.7% |