Filed July 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $332,623 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $60,000 |
RSM US LLP7+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,378 | $106,520-39.6% | $86,645-25.7% | $106,520-39.6% |
| Participation rate | 28.1% | 71.3%-43.2pp | 71.7%-43.6pp | 71.3%-43.2pp |
| Annual return | 17.01% | 19.28%-2.3pp | 63.52%-46.5pp | 19.28%-2.3pp |
| Employer contribution / active EE | $765 | $2,840-73.1% | $2,496-69.3% | $2,840-73.1% |
| Participant deferral / active EE | $1,674 | $4,948-66.2% | $3,700-54.7% | $4,948-66.2% |
| Admin fee / account holder | $83 | $75+11.9% | $5,830-98.6% | $75+11.9% |