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 LLC9+ years Service code 27 92 EAST MAIN STREET, · SOMERVILLE, NJ 08876 | Advisory (Plan) | $167,505 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $465,902 | $95,438+388.2% | $135,982+242.6% | $74,473+525.6% |
| Participation rate | 98.2% | 78.2%+20.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 16.58% | 32.61%-16.0pp | 68.32%-51.7pp | 34.36%-17.8pp |
| Employer contribution / active EE | $5,680 | $3,878+46.5% | $4,859+16.9% | $2,638+115.3% |
| Participant deferral / active EE | $14,651 | $7,790+88.1% | $7,760+88.8% | $4,530+223.4% |
| Admin fee / account holder | $423 | $259+63.4% | $10,767-96.1% | $347+21.9% |