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 |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 50 1 PENN PLAZA · NEW YORK, NY 10119 | Direct Payment | $6,214 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,946 | $56,095+44.3% | $178,510-54.7% | $90,274-10.3% |
| Participation rate | 48.3% | 65.6%-17.3pp | 81.9%-33.6pp | 73.4%-25.1pp |
| Annual return | 16.74% | 28.81%-12.1pp | 151.13%-134.4pp | 53.97%-37.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $5,283 | $2,669+98.0% | $5,202+1.5% | $4,231+24.9% |
| Admin fee / account holder | $5 | $101-95.5% | $13,988-100.0% | $114-96.0% |