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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 E PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $66,176 |
EVERHART ADVISORS3+ years Service code 17 · EIN 31-1440043 5890 VENTURE DRIVE, SUITE D · DUBLIN, OH 43017 | Pension Consulting | $19,000 |
HBK CPAS & CONSULTANTS1 year Service code 10 · EIN 34-1897225 226 N FIFTH STREET, SUITE 500 · COLUMBUS, OH 43215 | Accounting | $10,000 |
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 | $13,135 | $77,958-83.2% | $78,210-83.2% | $77,958-83.2% |
| Participation rate | 83.4% | 71.6%+11.7pp | 68.7%+14.7pp | 71.6%+11.7pp |
| Annual return | 19.30% | 20.87%-1.6pp | 40.90%-21.6pp | 20.87%-1.6pp |
| Employer contribution / active EE | $720 | $2,310-68.8% | $2,034-64.6% | $2,310-68.8% |
| Participant deferral / active EE | $1,028 | $3,537-70.9% | $2,823-63.6% | $3,537-70.9% |
| Admin fee / account holder | $31 | $97-68.4% | $3,758-99.2% | $97-68.4% |