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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $31,276 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,183 | $101,653-52.6% | $147,080-67.2% | $74,459-35.3% |
| Participation rate | 64.6% | 75.6%-11.0pp | 82.2%-17.6pp | 67.2%-2.6pp |
| Annual return | 14.30% | 8754.98%-8740.7pp | 420.17%-405.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,511 | $3,813-60.4% | $4,933-69.4% | $2,626-42.5% |
| Participant deferral / active EE | $5,463 | $7,304-25.2% | $8,066-32.3% | $4,350+25.6% |
| Admin fee / account holder | $111 | $1,752-93.7% | $12,989-99.1% | $1,945-94.3% |