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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $57,305 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,368 | $91,517-32.9% | $101,271-39.4% | $73,412-16.4% |
| Participation rate | 48.6% | 73.8%-25.2pp | 75.8%-27.2pp | 72.2%-23.6pp |
| Annual return | 12.30% | 17.17%-4.9pp | 46.48%-34.2pp | 59.30%-47.0pp |
| Employer contribution / active EE | $1,362 | $2,877-52.7% | $3,660-62.8% | $2,234-39.0% |
| Participant deferral / active EE | $2,566 | $3,338-23.1% | $4,371-41.3% | $3,806-32.6% |
| Admin fee / account holder | $148 | $216-31.6% | $5,948-97.5% | $158-6.5% |