Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $48,708 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $20,000 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 16 102 WEST WHITING STREET · TAMPA, FL 33602 | Consulting | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,052 | $88,646-65.0% | $90,223-65.6% | $59,188-47.5% |
| Participation rate | 95.1% | 84.8%+10.3pp | 79.0%+16.0pp | 69.4%+25.6pp |
| Annual return | 0.66% | 11.82%-11.2pp | 1.31%-0.6pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,529 | $5,463-72.0% | $4,378-65.1% | $2,098-27.1% |
| Participant deferral / active EE | $3,209 | $6,586-51.3% | $5,792-44.6% | $3,265-1.7% |
| Admin fee / account holder | $17 | $63-72.9% | $7,406-99.8% | $92-81.5% |