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 Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $7,708 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
JANUS HENDERSON2+ years Filed as: JANUS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
OPPENHEIMER2+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
RIDE WORTH2+ years Service code 28 | Investment Management | $0 |
RIDGEWORTH2+ years Service code 28 · EIN 58-1604573 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $103,030 | $75,183+37.0% | $123,894-16.8% | $55,167+86.8% |
| Participation rate | 90.8% | 72.8%+18.0pp | 81.4%+9.4pp | 69.0%+21.8pp |
| Annual return | 7.48% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,305 | $2,823-53.8% | $4,617-71.7% | $1,963-33.5% |
| Participant deferral / active EE | $11,138 | $5,084+119.1% | $5,984+86.1% | $3,054+264.7% |
| Admin fee / account holder | $82 | $663-87.7% | $8,357-99.0% | $504-83.8% |