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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,098 |
Filed as: CAPTRUST ADVISORS LLC Service code 16 PO BOX 600071 · RALEIGH, NC 27675 | Consulting | $9,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,860 | $75,183+55.4% | $123,894-5.7% | $55,167+111.8% |
| Participation rate | 72.0% | 72.8%-0.8pp | 81.4%-9.4pp | 69.0%+3.0pp |
| Annual return | 6.72% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,119 | $2,823-24.9% | $4,617-54.1% | $1,963+8.0% |
| Participant deferral / active EE | $4,890 | $5,084-3.8% | $5,984-18.3% | $3,054+60.1% |
| Admin fee / account holder | $318 | $663-52.1% | $8,357-96.2% | $504-37.0% |