Filed December 3, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,464 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $50,000 |
HCVT8 years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,164 | $91,406+85.1% | $130,062+30.1% | $74,473+127.1% |
| Participation rate | 93.8% | 77.8%+16.0pp | 78.5%+15.3pp | 70.7%+23.0pp |
| Annual return | 16.73% | 23.21%-6.5pp | -137.37%+154.1pp | 34.36%-17.6pp |
| Employer contribution / active EE | $5,489 | $2,565+114.0% | $4,322+27.0% | $2,638+108.0% |
| Participant deferral / active EE | $7,306 | $4,724+54.7% | $5,821+25.5% | $4,530+61.3% |
| Admin fee / account holder | $185 | $283-34.6% | $10,601-98.3% | $347-46.6% |