Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,507 |
MORTON CAPITAL MANAGEMENT5 years Filed as: MORTON CAPITAL MANAGEMENT LLC Service code 26 · EIN 30-0798181 | Advisory (Participants) | $84,968 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $18,856 |
AMERICAN FUNDS5 years Filed as: PARK CAPITAL GROUP INC Service code 26 · EIN 46-1311416 | Advisory (Participants) | $11,533 |
Filed as: ULRICH CONSULTING AND INVESTMENT Service code 26 · EIN 85-4345180 | Advisory (Participants) | $11,230 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,951 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,995 | $53,254+72.7% | $155,574-40.9% | $199,921-54.0% |
| Participation rate | 76.5% | 64.1%+12.4pp | 78.2%-1.7pp | 72.0%+4.5pp |
| Annual return | 13.33% | 41.18%-27.9pp | 64.87%-51.5pp | 34.28%-21.0pp |
| Employer contribution / active EE | $10,931 | $1,848+491.6% | $4,676+133.8% | $3,035+260.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $38 | $186-79.4% | $15,914-99.8% | $269-85.8% |