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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $865,152 |
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL PARTNERS LLC Service code 15 SUITE 201 · GREENSBOROUGH, NC 27455 | Recordkeeping | $15,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,311 | $44,059+11.9% | $71,671-31.2% | $69,634-29.2% |
| Participation rate | 13.0% | 60.8%-47.7pp | 68.7%-55.7pp | 70.7%-57.7pp |
| Annual return | -112.39% | 21.97%-134.4pp | 20.65%-133.0pp | 27572.26%-27684.6pp |
| Employer contribution / active EE | $20,573 | $1,305+1476.7% | $2,460+736.4% | $2,032+912.3% |
| Participant deferral / active EE | $58,713 | $2,370+2377.6% | $3,438+1607.8% | $3,224+1721.2% |
| Admin fee / account holder | $8,282 | $108+7592.0% | $5,558+49.0% | $110+7399.1% |