Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $191,426 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $65,000 |
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 | $143,865 | $122,219+17.7% | $147,096-2.2% | $199,921-28.0% |
| Participation rate | 80.0% | 78.3%+1.8pp | 82.2%-2.2pp | 72.0%+8.0pp |
| Annual return | -4.19% | 30.59%-34.8pp | 419.75%-423.9pp | 34.28%-38.5pp |
| Employer contribution / active EE | $6,956 | $4,096+69.8% | $4,936+40.9% | $3,035+129.2% |
| Participant deferral / active EE | $10,696 | $8,503+25.8% | $8,071+32.5% | $5,089+110.2% |
| Admin fee / account holder | $105 | $179-41.2% | $13,005-99.2% | $269-60.9% |