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 |
|---|---|---|
Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 100 E. PRATT STREET · BALTIMORE, ME 21202 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,104 | $71,192-67.5% | $117,861-80.4% | $62,293-62.9% |
| Participation rate | 16.7% | 74.2%-57.6pp | 79.7%-63.0pp | 69.5%-52.8pp |
| Annual return | 14.21% | 18.66%-4.4pp | 335.11%-320.9pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $378 | $3,189-88.1% | $4,482-91.6% | $3,169-88.1% |
| Admin fee / account holder | $2 | $587-99.6% | $8,021-100.0% | $479-99.5% |