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+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $8,883 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO1+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
INVESCO1+ years Filed as: INVESCO FUNDS Service code 28 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 20-2699715 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ 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 | $93,555 | $46,360+101.8% | $147,617-36.6% | $52,331+78.8% |
| Participation rate | 97.4% | 64.9%+32.5pp | 84.6%+12.8pp | 68.1%+29.3pp |
| Annual return | 0.59% | 1.62%-1.0pp | 61.98%-61.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,417 | $2,126+60.7% | $5,564-38.6% | $1,882+81.6% |
| Participant deferral / active EE | $5,460 | $2,258+141.9% | $4,895+11.5% | $3,022+80.7% |
| Admin fee / account holder | $40 | $766-94.8% | $11,612-99.7% | $592-93.2% |