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 |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 10 725 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Accounting | $50,000 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Legal | $43,788 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,048 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $22,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,764 | $79,480-21.0% | $108,582-42.2% | $329,111-80.9% |
| Participation rate | 32.0% | 72.0%-40.0pp | 79.6%-47.6pp | 67.9%-35.9pp |
| Annual return | 6.97% | 18.07%-11.1pp | -51.70%+58.7pp | 16.35%-9.4pp |
| Employer contribution / active EE | $701 | $2,317-69.7% | $3,758-81.3% | $2,303-69.5% |
| Participant deferral / active EE | $2,000 | $3,243-38.3% | $4,311-53.6% | $3,682-45.7% |
| Admin fee / account holder | $19 | $68-71.6% | $7,645-99.7% | $754-97.4% |