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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 E PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $65,991 |
EVERHART ADVISORS2+ years Service code 17 · EIN 31-1440043 5890 VENTURE DRIVE, SUITE D · DUBLIN, OH 43017 | Pension Consulting | $16,000 |
HANLEY PRINT AND PROMOTIONS1 year Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,042 | $215,169-93.9% | $40,145,923-100.0% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 68.4%-68.4pp | - |
| Annual return | 7.95% | 8.06%-0.1pp | 5.24%+2.7pp | - |
| Employer contribution / active EE | $0 | $1,713-100.0% | $1,844-100.0% | - |
| Participant deferral / active EE | $0 | $2,837-100.0% | $2,591-100.0% | - |
| Admin fee / account holder | $36 | $27,681-99.9% | $2,903-98.8% | - |