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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,508 |
Filed as: MESIROW FINANCIAL Service code 27 1307 NEW HAMPSHIRE AVE NW · WASHINGTON, DC 20036 | Advisory (Plan) | $50,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $487,864 | $102,661+375.2% | $151,628+221.7% | $66,930+628.9% |
| Participation rate | 94.7% | 85.5%+9.2pp | 87.5%+7.2pp | 69.8%+24.9pp |
| Annual return | -17.62% | -10.81%-6.8pp | 3.34%-21.0pp | 1.57%-19.2pp |
| Employer contribution / active EE | $30,517 | $4,184+629.4% | $6,165+395.0% | $2,545+1099.1% |
| Participant deferral / active EE | $13,864 | $6,645+108.6% | $8,363+65.8% | $4,238+227.1% |
| Admin fee / account holder | $457 | $630-27.5% | $11,613-96.1% | $593-23.0% |