Filed December 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,219 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $100 |
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 | $93,863 | $54,672+71.7% | $80,019+17.3% | - |
| Participation rate | 94.9% | 65.0%+29.9pp | 75.8%+19.1pp | - |
| Annual return | -5.44% | -8.02%+2.6pp | 11.22%-16.7pp | - |
| Employer contribution / active EE | $4,997 | $1,529+226.9% | $2,468+102.5% | - |
| Participant deferral / active EE | $6,373 | $2,794+128.1% | $3,686+72.9% | - |
| Admin fee / account holder | $265 | $4,207-93.7% | $6,521-95.9% | - |