Filed June 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $33,360 |
LPL FINANCIAL1 year Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $27,892 |
Service code 16 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Consulting | $8,151 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,888 | $82,979-31.4% | $102,412-44.5% | $77,736-26.8% |
| Participation rate | 80.7% | 71.5%+9.1pp | 74.5%+6.2pp | 70.6%+10.1pp |
| Annual return | 12.34% | 19.11%-6.8pp | 24.94%-12.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $271 | $3,554-92.4% | $3,870-93.0% | $2,728-90.1% |
| Participant deferral / active EE | $2,251 | $4,109-45.2% | $5,060-55.5% | $4,651-51.6% |
| Admin fee / account holder | $121 | $639-81.0% | $8,388-98.6% | $433-72.0% |