Filed December 3, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $54,394 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $50,000 |
HCVT9 years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $19,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,149 | $89,465+107.0% | $165,100+12.1% | $77,762+138.1% |
| Participation rate | 93.8% | 78.6%+15.2pp | 78.6%+15.2pp | 70.6%+23.2pp |
| Annual return | 13.34% | 28.86%-15.5pp | 70.21%-56.9pp | 31.27%-17.9pp |
| Employer contribution / active EE | $5,805 | $2,565+126.4% | $4,348+33.5% | $2,728+112.8% |
| Participant deferral / active EE | $7,834 | $4,904+59.7% | $6,035+29.8% | $4,651+68.4% |
| Admin fee / account holder | $199 | $340-41.5% | $12,696-98.4% | $433-54.0% |