Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $25,346 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,488 | $51,166+74.9% | $70,544+26.9% | $71,511+25.1% |
| Participation rate | 60.7% | 59.4%+1.4pp | 68.4%-7.6pp | 67.9%-7.2pp |
| Annual return | 23.78% | 42.71%-18.9pp | 32.79%-9.0pp | 28.86%-5.1pp |
| Employer contribution / active EE | $590 | $1,793-67.1% | $2,976-80.2% | $2,589-77.2% |
| Participant deferral / active EE | $2,656 | $3,031-12.4% | $4,568-41.9% | $4,291-38.1% |
| Admin fee / account holder | $147 | $2,000-92.6% | $6,427-97.7% | $1,588-90.7% |