Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $145,246 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OAKLAND, KS 66211 | Consulting | $68,000 |
WHITLEY PENN LLP1+ years Filed as: WHITLEY PENN Service code 10 640 TAYLOR STREET · FORT WORTH, TX 76102 | Accounting | $40,950 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $2,163 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,309 | $112,582+24.6% | $105,624+32.8% | $200,096-29.9% |
| Participation rate | 97.3% | 86.3%+11.0pp | 75.3%+22.0pp | 72.0%+25.3pp |
| Annual return | 12.59% | 15.58%-3.0pp | 116.20%-103.6pp | 34.26%-21.7pp |
| Employer contribution / active EE | $8,229 | $4,580+79.7% | $3,168+159.8% | $3,038+170.9% |
| Participant deferral / active EE | $7,629 | $6,655+14.6% | $5,013+52.2% | $5,090+49.9% |
| Admin fee / account holder | $185 | $107+73.1% | $10,961-98.3% | $269-31.2% |