Filed December 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $43,446 |
OLSHAN FROME WOLOSKY LLP1+ years Filed as: OLSHAN Service code 16 PARK AVENUE TOWER · NEW YORK, NY 10022 | Consulting | $12,261 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,788 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,264 | $53,412+267.5% | $68,509+186.5% | $52,331+275.0% |
| Participation rate | 95.3% | 71.7%+23.6pp | 74.7%+20.5pp | 68.1%+27.2pp |
| Annual return | 0.78% | 3.42%-2.6pp | 8.27%-7.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $7,034 | $1,607+337.7% | $2,278+208.8% | $1,882+273.8% |
| Participant deferral / active EE | $8,753 | $2,688+225.7% | $3,382+158.8% | $3,022+189.6% |
| Admin fee / account holder | $268 | $461-41.8% | $5,275-94.9% | $592-54.7% |