Filed January 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $212,533 |
FINANCIAL ENGINES3+ years Service code 27 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Plan) | $193,107 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $46,700 |
COHNREZNICK LLP3+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $26,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,180 | $37,245+13.2% | $94,993-55.6% | $77,958-45.9% |
| Participation rate | 92.8% | 56.5%+36.3pp | 73.9%+18.9pp | 71.6%+21.1pp |
| Annual return | 16.05% | 22.72%-6.7pp | 27.14%-11.1pp | 20.87%-4.8pp |
| Employer contribution / active EE | $1,016 | $894+13.7% | $2,603-61.0% | $2,310-56.0% |
| Participant deferral / active EE | $2,740 | $1,828+49.9% | $3,317-17.4% | $3,537-22.5% |
| Admin fee / account holder | $143 | $59+142.4% | $4,960-97.1% | $97+47.1% |