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 15 · EIN 52-1309931 | Recordkeeping | $7,091 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 25 · EIN 42-1312301 | Directed Trustee | $0 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 25 · EIN 13-1624203 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,589 | $58,726-71.8% | $92,240-82.0% | $62,293-73.4% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.5%+2.7pp | 69.5%+9.7pp |
| Annual return | 20.47% | 43.62%-23.1pp | 176.29%-155.8pp | 28.90%-8.4pp |
| Employer contribution / active EE | $4,919 | $2,392+105.6% | $3,680+33.7% | $2,042+140.8% |
| Participant deferral / active EE | $541 | $2,766-80.4% | $3,897-86.1% | $3,169-82.9% |
| Admin fee / account holder | $43 | $556-92.3% | $5,194-99.2% | $479-91.1% |