Filed September 4, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,246 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,360 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,821 | $168,231-72.2% | $67,836-31.0% | $63,975-26.8% |
| Participation rate | 0.0% | 66.8%-66.8pp | 68.8%-68.8pp | 71.1%-71.1pp |
| Annual return | 6.88% | 11.76%-4.9pp | 138.49%-131.6pp | 48.65%-41.8pp |
| Employer contribution / active EE | $463 | $1,907-75.7% | $2,404-80.7% | $2,182-78.8% |
| Participant deferral / active EE | $1,530 | $2,827-45.9% | $3,160-51.6% | $3,356-54.4% |
| Admin fee / account holder | $51 | $81-36.6% | $4,621-98.9% | $70-27.5% |