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 INC2+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,350 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET2+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO2+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
OAKMARK2+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,779 | $42,772-32.7% | $87,502-67.1% | $55,167-47.8% |
| Participation rate | 64.2% | 66.5%-2.3pp | 73.8%-9.6pp | 69.0%-4.8pp |
| Annual return | 12.13% | 21.20%-9.1pp | 12.21%-0.1pp | 169.23%-157.1pp |
| Employer contribution / active EE | $548 | $1,277-57.1% | $2,550-78.5% | $1,963-72.1% |
| Participant deferral / active EE | $2,885 | $2,342+23.2% | $3,149-8.4% | $3,054-5.5% |
| Admin fee / account holder | $15 | $461-96.6% | $4,221-99.6% | $504-96.9% |