Filed December 5, 2016
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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $139,846 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $75,530 |
COHNREZNICK LLP9 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $33,075 |
BOLTON PARTNERS, INC.7 years Filed as: BOLTON PARTNERS, INC Service code 16 100 LIGHT STREET · BALTIMORE, MD 21202 | Consulting | $15,000 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,862 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,083 | $2,703,213-90.2% | $165,100+60.0% | $200,096+32.0% |
| Participation rate | 96.7% | 78.4%+18.2pp | 78.6%+18.1pp | 72.0%+24.7pp |
| Annual return | 16.16% | 17.97%-1.8pp | 70.21%-54.1pp | 34.26%-18.1pp |
| Employer contribution / active EE | $17,336 | $2,973+483.2% | $4,348+298.7% | $3,038+470.7% |
| Participant deferral / active EE | $17,639 | $5,021+251.3% | $6,035+192.3% | $5,090+246.6% |
| Admin fee / account holder | $118 | $1,999-94.1% | $12,696-99.1% | $269-56.2% |