Filed August 20, 2024
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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $128,632 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
PKF O'CONNOR DAVIES, LLP6+ years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $27,833 |
SMARTDOLLAR4 years Service code 50 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Direct Payment | $10,700 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $169 |
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 | $144,907 | $176,471-17.9% | $95,968+51.0% | $90,274+60.5% |
| Participation rate | 89.1% | 86.6%+2.6pp | 77.1%+12.1pp | 73.4%+15.8pp |
| Annual return | 21.01% | 20.15%+0.9pp | 91.65%-70.6pp | 53.97%-33.0pp |
| Employer contribution / active EE | $1,655 | $2,783-40.5% | $2,542-34.9% | $2,523-34.4% |
| Participant deferral / active EE | $8,960 | $5,325+68.2% | $4,167+115.0% | $4,231+111.8% |
| Admin fee / account holder | $140 | $154-9.3% | $6,798-97.9% | $114+22.7% |