Filed December 3, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,217 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $37,500 |
HCVT6 years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $18,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,526 | $86,225+122.1% | $146,647+30.6% | $86,821+120.6% |
| Participation rate | 90.7% | 78.0%+12.7pp | 80.1%+10.6pp | 72.3%+18.4pp |
| Annual return | 12.11% | 31.23%-19.1pp | 22.75%-10.6pp | 97.94%-85.8pp |
| Employer contribution / active EE | $5,240 | $2,392+119.1% | $4,137+26.7% | $2,406+117.8% |
| Participant deferral / active EE | $7,046 | $4,245+66.0% | $5,506+28.0% | $4,132+70.5% |
| Admin fee / account holder | $187 | $195-4.0% | $10,281-98.2% | $170+10.5% |