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 |
|---|---|---|
HR INVESTMENT CONSULTANTS INC1+ years Service code 16 305 WEST CHESAPEAKE AVE · TOWSON, MD 21204 | Consulting | $19,938 |
SB & COMPANY, LLC1+ years Filed as: SB AND CO LLC Service code 10 200 INTERNATIONAL CIRCLE · HUNT VALLEY, MD 21030 | Accounting | $12,370 |
BALLARD SPAHR LLP1+ years Service code 29 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $6,201 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $185,715 | $37,039+401.4% | $147,617+25.8% | $59,188+213.8% |
| Participation rate | 24.0% | 63.8%-39.8pp | 84.6%-60.6pp | 69.4%-45.4pp |
| Annual return | 1.74% | 7.19%-5.4pp | 61.98%-60.2pp | 5.51%-3.8pp |
| Employer contribution / active EE | $1,656 | $1,353+22.4% | $5,564-70.2% | $2,098-21.1% |
| Participant deferral / active EE | $3,423 | $2,094+63.5% | $4,895-30.1% | $3,265+4.8% |
| Admin fee / account holder | $75 | $60+24.0% | $11,612-99.4% | $92-19.1% |