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 INC3 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 14 P.O BOX 64012 · BALTIMORE, MD 21264 | Plan Administrator | $18,523 |
WILLIAMS KEEPERS LLC8 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,543 | $58,778-39.5% | $129,295-72.5% | $77,671-54.2% |
| Participation rate | 81.4% | 59.2%+22.1pp | 69.6%+11.8pp | 70.6%+10.8pp |
| Annual return | 12.20% | 24.73%-12.5pp | 9429.28%-9417.1pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,309 | $1,952-32.9% | $4,157-68.5% | $2,726-52.0% |
| Participant deferral / active EE | $2,486 | $3,212-22.6% | $4,169-40.4% | $4,648-46.5% |
| Admin fee / account holder | $60 | $589-89.8% | $7,665-99.2% | $430-86.1% |