Filed June 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 28 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Investment Management | $121,089 |
COMPASS 360, LLC1+ years Filed as: COMPASS FINANCIAL PARTNERS LLC Service code 16 3903 N ELM ST # 200 · GREENSBORO, NC 27455 | Consulting | $75,000 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 100 E PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,085 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE, RPS, INC. Service code 15 | Recordkeeping | $0 |
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 | $164,948 | $54,890+200.5% | $63,244+160.8% | $59,188+178.7% |
| Participation rate | 81.6% | 75.6%+6.1pp | 71.0%+10.6pp | 69.4%+12.2pp |
| Annual return | 1.19% | 4.56%-3.4pp | -70.31%+71.5pp | 5.51%-4.3pp |
| Employer contribution / active EE | $1,600 | $1,831-12.6% | $2,322-31.1% | $2,098-23.7% |
| Participant deferral / active EE | $4,148 | $2,803+48.0% | $2,953+40.4% | $3,265+27.0% |
| Admin fee / account holder | $128 | $66+92.9% | $5,893-97.8% | $92+38.4% |