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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $400 |
DODGE & COX2+ years Service code 28 | Investment Management | $0 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $0 |
OPPENHEIMER2+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,021 | $60,165-51.8% | $74,184-60.9% | $55,167-47.4% |
| Participation rate | 50.8% | 74.2%-23.3pp | 76.6%-25.8pp | 69.0%-18.2pp |
| Annual return | 5.61% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $146 | $1,600-90.9% | $2,370-93.9% | $1,963-92.6% |
| Participant deferral / active EE | $1,457 | $2,973-51.0% | $3,550-59.0% | $3,054-52.3% |
| Admin fee / account holder | $3 | $419-99.3% | $5,586-99.9% | $504-99.4% |