Filed May 11, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 E PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $28,927 |
EVERHART ADVISORS1+ years Service code 17 · EIN 31-1440043 5890 VENTURE DRIVE, SUITE D · DUBLIN, OH 43017 | Pension Consulting | $11,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,407 | $59,188-74.0% | $63,412-75.7% | $59,188-74.0% |
| Participation rate | 69.5% | 69.4%+0.1pp | 67.1%+2.4pp | 69.4%+0.1pp |
| Annual return | -0.09% | 5.51%-5.6pp | 4.04%-4.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $648 | $2,098-69.1% | $1,814-64.3% | $2,098-69.1% |
| Participant deferral / active EE | $960 | $3,265-70.6% | $2,496-61.5% | $3,265-70.6% |
| Admin fee / account holder | $24 | $92-73.7% | $3,753-99.4% | $92-73.7% |