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 |
|---|---|---|
REEDMARK ADVISORS LLC8+ years Service code 16 92 EAST MAIN STREET · SOMERVILLE, NJ 08876 | Consulting | $172,568 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,657 | $82,188+403.3% | $125,391+229.9% | $64,824+538.1% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | -14.35% | 3.50%-17.8pp | 572.41%-586.8pp | 32.84%-47.2pp |
| Employer contribution / active EE | $5,397 | $3,617+49.2% | $4,816+12.1% | $2,507+115.3% |
| Participant deferral / active EE | $13,953 | $7,177+94.4% | $7,448+87.3% | $4,311+223.6% |
| Admin fee / account holder | $429 | $163+162.7% | $10,009-95.7% | $188+128.3% |