Filed December 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,575 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $89,075 | $58,828+51.4% | $77,999+14.2% | $62,891+41.6% |
| Participation rate | 95.6% | 71.1%+24.5pp | 75.5%+20.1pp | 69.3%+26.3pp |
| Annual return | 6.12% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,125 | $1,672+206.6% | $2,470+107.5% | $2,281+124.7% |
| Participant deferral / active EE | $5,817 | $2,686+116.6% | $3,497+66.4% | $3,203+81.6% |
| Admin fee / account holder | $291 | $4,393-93.4% | $5,480-94.7% | $4,296-93.2% |