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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $42,794 |
AMERICAN FUNDS6 years Filed as: AMG FUNDS Service code 28 · EIN 06-1555943 | Investment Management | $0 |
ARTISAN PARTNERS6 years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BAIRD FUNDS6 years Service code 28 · EIN 39-2002095 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON6 years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FROST BANK6 years Filed as: FROST BANK FUNDS Service code 28 · EIN 74-2058155 | Investment Management | $0 |
MANNING & NAPIER6 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,930 | $82,133+4.6% | $147,318-41.7% | $64,097+34.1% |
| Participation rate | 93.7% | 62.3%+31.4pp | 82.1%+11.6pp | 55.2%+38.5pp |
| Annual return | 20.15% | 78.78%-58.6pp | 70.43%-50.3pp | 34.64%-14.5pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $13,603 | $5,407+151.6% | $7,906+72.1% | $3,080+341.7% |
| Admin fee / account holder | $143 | $3,730-96.2% | $13,708-99.0% | $3,454-95.9% |