Filed June 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 28 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Investment Management | $75,866 |
COMPASS 360, LLC2+ years Filed as: COMPASS FINANCIAL PARTNERS LLC Service code 16 3903 N ELM ST # 200 · GREENSBORO, NC 27455 | Consulting | $37,500 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 100 E PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,771 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE, RPS, INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $96,956-100.0% | $69,779-100.0% | $273,973-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.8%-71.8pp | 83.0%-83.0pp |
| Annual return | -81.27% | 12.93%-94.2pp | 12.99%-94.3pp | 41.46%-122.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |