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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $74,592 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,681 | $88,479-31.4% | $96,520-37.1% | $80,149-24.3% |
| Participation rate | 48.2% | 79.9%-31.7pp | 74.3%-26.2pp | 72.9%-24.7pp |
| Annual return | 17.93% | 22.53%-4.6pp | 35.72%-17.8pp | 40.39%-22.5pp |
| Employer contribution / active EE | $1,440 | $4,177-65.5% | $3,739-61.5% | $2,977-51.6% |
| Participant deferral / active EE | $2,883 | $3,961-27.2% | $4,879-40.9% | $5,015-42.5% |
| Admin fee / account holder | $164 | $211-22.3% | $6,733-97.6% | $145+13.3% |