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 | $7,851 |
AMERICAN CENTURY1 year Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $0 |
OAKMARK2+ years Service code 28 | Investment Management | $0 |
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 | $49,579 | $50,898-2.6% | $171,082-71.0% | $55,167-10.1% |
| Participation rate | 97.3% | 63.3%+34.1pp | 76.7%+20.6pp | 69.0%+28.3pp |
| Annual return | 12.55% | 15.34%-2.8pp | 32.56%-20.0pp | 169.23%-156.7pp |
| Employer contribution / active EE | $3,917 | $1,433+173.3% | $4,002-2.1% | $1,963+99.6% |
| Participant deferral / active EE | $7,232 | $2,994+141.5% | $4,797+50.7% | $3,054+136.8% |
| Admin fee / account holder | $15 | $500-97.0% | $8,520-99.8% | $504-97.0% |