Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21231 | Recordkeeping | $77,074 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER AND CO., INC. Service code 16 · EIN 75-2154744 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Consulting | $13,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,787 | $140,800+12.8% | $89,340+77.7% | $79,634+99.4% |
| Participation rate | 71.9% | 61.9%+10.0pp | 69.6%+2.4pp | 62.5%+9.4pp |
| Annual return | 14.51% | 17.84%-3.3pp | 20.57%-6.1pp | 36.46%-22.0pp |
| Employer contribution / active EE | $3,284 | $2,021+62.5% | $2,231+47.2% | $2,529+29.8% |
| Participant deferral / active EE | $6,822 | $3,219+112.0% | $3,823+78.5% | $3,835+77.9% |
| Admin fee / account holder | $272 | $1,610-83.1% | $6,704-95.9% | $1,002-72.8% |