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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $141,354 |
PORTFOLIO EVALUATIONS, INC.7+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $75,000 |
COHNREZNICK LLP6 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $26,000 |
BOLTON PARTNERS, INC.4 years Filed as: BOLTON PARTNERS, INC Service code 50 100 LIGHT STREET · BALTIMORE, MD 21202 | Direct Payment | $12,500 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $9,567 |
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 | $271,597 | $91,746+196.0% | $146,649+85.2% | $93,010+192.0% |
| Participation rate | 96.5% | 80.9%+15.6pp | 80.1%+16.4pp | 73.9%+22.6pp |
| Annual return | 15.59% | 18.28%-2.7pp | 22.75%-7.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $15,125 | $2,815+437.3% | $4,137+265.6% | $2,705+459.1% |
| Participant deferral / active EE | $16,296 | $4,589+255.1% | $5,506+196.0% | $4,561+257.3% |
| Admin fee / account holder | $134 | $101+32.6% | $10,281-98.7% | $152-11.6% |