Filed November 5, 1998
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 | $791,722 |
MERCER10+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $201,513 |
Service code 29 200 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $30,053 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,711 |
Filed as: GLASS JACOBSON WEALTH ADVISORS Service code 26 · EIN 52-2214000 | Advisory (Participants) | $17,565 |
J V BRUNI AND COMPANY1 year Service code 26 · EIN 84-1203870 | Advisory (Participants) | $16,643 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $12,006 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $11,681 |
ENCOMPASS MORE ASSET1 year Service code 26 · EIN 88-2355091 | Advisory (Participants) | $10,258 |
ASPIRIANT LLC1 year Service code 26 · EIN 26-1518255 | Advisory (Participants) | $9,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,312 | $128,169+17.3% | $147,080+2.2% | $106,553+41.1% |
| Participation rate | 68.7% | 67.3%+1.4pp | 82.2%-13.4pp | 69.8%-1.1pp |
| Annual return | 35.50% | 17.88%+17.6pp | 420.17%-384.7pp | 17.37%+18.1pp |
| Employer contribution / active EE | $3,024 | $3,374-10.4% | $4,933-38.7% | $3,359-10.0% |
| Participant deferral / active EE | $9,265 | $7,665+20.9% | $8,066+14.9% | $5,562+66.6% |
| Admin fee / account holder | $43 | $88-50.7% | $12,989-99.7% | $80-45.5% |