Filed July 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $348,165 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $60,000 |
PB MARES1 year Service code 10 PO BOX 71153 · CHARLOTTE, NC 28272 | Accounting | $21,315 |
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 | $69,446 | $96,393-28.0% | $76,891-9.7% | $96,393-28.0% |
| Participation rate | 24.2% | 71.3%-47.1pp | 69.6%-45.4pp | 71.3%-47.1pp |
| Annual return | 21.92% | 22.88%-1.0pp | 37.91%-16.0pp | 22.88%-1.0pp |
| Employer contribution / active EE | $1,023 | $3,239-68.4% | $2,534-59.6% | $3,239-68.4% |
| Participant deferral / active EE | $1,792 | $5,455-67.1% | $3,833-53.2% | $5,455-67.1% |
| Admin fee / account holder | $110 | $74+49.0% | $5,488-98.0% | $74+49.0% |