Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $131,915 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: SCHWARTZ AND CO INC Service code 16 3707 W MAPLE STREET · BLOOMFIELD HILLS, MI 48301 | Consulting | $73,610 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW CPAS AND ADVISORS Service code 10 ONE RIVERVIEW DRIVE · HOUSTON, TX 77056 | Accounting | $18,500 |
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 | $20,974 | $36,943-43.2% | $52,425-60.0% | $103,975-79.8% |
| Participation rate | 92.0% | 27.5%+64.5pp | 55.6%+36.4pp | 72.5%+19.5pp |
| Annual return | 21.26% | 17.59%+3.7pp | 302.12%-280.9pp | 19.41%+1.8pp |
| Employer contribution / active EE | $644 | $884-27.2% | $914-29.6% | $3,722-82.7% |
| Participant deferral / active EE | $3,650 | $1,347+171.0% | $1,790+103.8% | $5,343-31.7% |
| Admin fee / account holder | $60 | $508-88.2% | $2,495-97.6% | $332-81.9% |