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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 13 · EIN 52-1309931 | Contract Administrator | $6,047 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $1,200 |
Filed as: ENVEST Service code 49 · EIN 61-1732930 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 49 · EIN 59-2937883 | Other Services | $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 | $18,077 | $61,391-70.6% | $149,723-87.9% | $71,529-74.7% |
| Participation rate | 66.1% | 62.5%+3.6pp | 78.8%-12.6pp | 67.9%-1.8pp |
| Annual return | 14.07% | 35.88%-21.8pp | 134.50%-120.4pp | 28.97%-14.9pp |
| Employer contribution / active EE | $760 | $2,384-68.1% | $4,821-84.2% | $2,590-70.7% |
| Participant deferral / active EE | $1,455 | $2,921-50.2% | $5,682-74.4% | $4,291-66.1% |
| Admin fee / account holder | $192 | $1,264-84.8% | $13,215-98.5% | $1,588-87.9% |