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 INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $154,007 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 26 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Participants) | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,934 | $122,585-60.1% | $184,256-73.4% | $200,096-75.5% |
| Participation rate | 92.0% | 86.9%+5.1pp | 86.8%+5.2pp | 72.0%+20.0pp |
| Annual return | 14.17% | 144.12%-129.9pp | 28.85%-14.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $2,598 | $4,571-43.2% | $6,427-59.6% | $3,038-14.5% |
| Participant deferral / active EE | $4,618 | $7,972-42.1% | $9,133-49.4% | $5,090-9.3% |
| Admin fee / account holder | $93 | $120-22.7% | $13,899-99.3% | $269-65.5% |