Filed January 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $230,854 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $152,264 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $56,280 |
COHNREZNICK LLP10+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $36,375 |
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 | $58,709 | $58,336+0.6% | $97,295-39.7% | $200,096-70.7% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.7%+17.3pp | 72.0%+18.0pp |
| Annual return | 12.11% | 32.81%-20.7pp | 75.62%-63.5pp | 34.26%-22.2pp |
| Employer contribution / active EE | $1,314 | $1,416-7.2% | $2,723-51.7% | $3,038-56.7% |
| Participant deferral / active EE | $4,324 | $3,240+33.5% | $4,264+1.4% | $5,090-15.0% |
| Admin fee / account holder | $110 | $114-3.8% | $5,646-98.1% | $269-59.3% |