Filed January 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $228,572 |
FINANCIAL ENGINES7+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $168,437 |
PORTFOLIO EVALUATIONS, INC.6 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $52,563 |
COHNREZNICK LLP7+ years Service code 10 14 SYLVAN WAY 3RD FLOOR · PARSIPPANY, NJ 07054 | Accounting | $30,000 |
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 | $58,198 | $52,886+10.0% | $109,923-47.1% | $93,010-37.4% |
| Participation rate | 91.2% | 66.4%+24.9pp | 74.2%+17.0pp | 73.9%+17.3pp |
| Annual return | 12.83% | 16.89%-4.1pp | 29.46%-16.6pp | 158.70%-145.9pp |
| Employer contribution / active EE | $1,183 | $1,248-5.3% | $2,844-58.4% | $2,705-56.3% |
| Participant deferral / active EE | $3,778 | $2,815+34.2% | $4,048-6.7% | $4,561-17.2% |
| Admin fee / account holder | $112 | $91+24.0% | $6,070-98.1% | $152-25.9% |