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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $119,908 |
LPL FINANCIAL2 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $66,453 |
FINANCIAL ENGINES2 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $31,284 |
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 | $102,950 | $143,525-28.3% | $379,746-72.9% | $90,274+14.0% |
| Participation rate | 93.6% | 82.9%+10.7pp | 78.4%+15.2pp | 73.4%+20.3pp |
| Annual return | 17.45% | 18.97%-1.5pp | 34.90%-17.5pp | 53.97%-36.5pp |
| Employer contribution / active EE | $3,460 | $3,201+8.1% | $3,540-2.2% | $2,523+37.1% |
| Participant deferral / active EE | $6,528 | $5,231+24.8% | $6,024+8.4% | $4,231+54.3% |
| Admin fee / account holder | $97 | $100-3.1% | $7,927-98.8% | $114-14.7% |