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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $164,208 |
Filed as: IFP ADVISORS, INC. Service code 16 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Consulting | $59,000 |
THE LAMPO GROUP, INC.6 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $20,796 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,270 | $103,918+18.6% | $94,677+30.2% | $80,187+53.7% |
| Participation rate | 94.9% | 85.8%+9.1pp | 80.8%+14.1pp | 72.9%+22.0pp |
| Annual return | 18.72% | 27.77%-9.1pp | 156.95%-138.2pp | 40.40%-21.7pp |
| Employer contribution / active EE | $2,795 | $3,539-21.0% | $3,673-23.9% | $2,980-6.2% |
| Participant deferral / active EE | $9,199 | $9,528-3.4% | $7,418+24.0% | $5,016+83.4% |
| Admin fee / account holder | $92 | $96-4.8% | $7,222-98.7% | $145-36.7% |