Filed December 3, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,452 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $37,500 |
HCVT5 years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $20,875 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $43 |
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 | $159,103 | $78,419+102.9% | $133,978+18.8% | $73,412+116.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 79.8%+13.4pp | 72.2%+21.1pp |
| Annual return | 13.86% | 33.35%-19.5pp | 45.10%-31.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $5,791 | $2,044+183.4% | $3,919+47.8% | $2,234+159.2% |
| Participant deferral / active EE | $6,706 | $3,925+70.9% | $5,047+32.9% | $3,806+76.2% |
| Admin fee / account holder | $183 | $161+13.2% | $8,930-98.0% | $158+15.7% |