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 |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $450 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 211174903 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,126 | $60,989-83.4% | $60,899-83.4% | $66,930-84.9% |
| Participation rate | 60.4% | 74.5%-14.1pp | 73.1%-12.7pp | 69.8%-9.4pp |
| Annual return | -16.39% | -9.60%-6.8pp | 16.92%-33.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $470 | $2,661-82.3% | $2,702-82.6% | $2,545-81.5% |
| Participant deferral / active EE | $1,395 | $3,615-61.4% | $3,817-63.4% | $4,238-67.1% |
| Admin fee / account holder | $153 | $338-54.7% | $3,225-95.2% | $593-74.2% |