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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,199 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,621 | $64,286-97.5% | $106,387-98.5% | $55,725-97.1% |
| Participation rate | 66.5% | 75.2%-8.7pp | 77.5%-10.9pp | 70.9%-4.3pp |
| Annual return | -49.85% | 0.84%-50.7pp | 0.25%-50.1pp | 244.93%-294.8pp |
| Employer contribution / active EE | $246 | $2,367-89.6% | $3,520-93.0% | $2,078-88.2% |
| Participant deferral / active EE | $1,015 | $4,158-75.6% | $5,421-81.3% | $3,356-69.7% |
| Admin fee / account holder | $3 | $102-97.2% | $7,510-100.0% | $115-97.5% |