Filed July 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $351,624 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $60,000 |
PBMARES, LLP1 year Filed as: PBMARES Service code 10 PO BOX 71153 · CHARLOTTE, NC 28272 | Accounting | $41,588 |
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 | $51,763 | $89,433-42.1% | $69,888-25.9% | $89,433-42.1% |
| Participation rate | 27.4% | 71.3%-43.8pp | 70.5%-43.1pp | 71.3%-43.8pp |
| Annual return | -16.66% | -11.88%-4.8pp | 190.87%-207.5pp | -11.88%-4.8pp |
| Employer contribution / active EE | $992 | $3,021-67.2% | $2,560-61.3% | $3,021-67.2% |
| Participant deferral / active EE | $1,815 | $5,125-64.6% | $3,849-52.8% | $5,125-64.6% |
| Admin fee / account holder | $106 | $79+33.7% | $6,267-98.3% | $79+33.7% |