Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $286,140 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $376 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,288 | $122,219-18.8% | $147,096-32.5% | $199,921-50.3% |
| Participation rate | 98.2% | 78.3%+19.9pp | 82.2%+16.0pp | 72.0%+26.2pp |
| Annual return | 15.57% | 30.59%-15.0pp | 419.75%-404.2pp | 34.28%-18.7pp |
| Employer contribution / active EE | $4,457 | $4,096+8.8% | $4,936-9.7% | $3,035+46.8% |
| Participant deferral / active EE | $9,020 | $8,503+6.1% | $8,071+11.8% | $5,089+77.3% |
| Admin fee / account holder | $63 | $179-64.7% | $13,005-99.5% | $269-76.5% |