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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $74,439 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $12,571 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $76,739 | $82,783-7.3% | $133,978-42.7% | $90,274-15.0% |
| Participation rate | 41.3% | 81.3%-40.0pp | 79.8%-38.6pp | 73.4%-32.1pp |
| Annual return | 16.30% | 21.89%-5.6pp | 45.10%-28.8pp | 53.97%-37.7pp |
| Employer contribution / active EE | $1,126 | $2,388-52.9% | $3,919-71.3% | $2,523-55.4% |
| Participant deferral / active EE | $2,235 | $4,291-47.9% | $5,047-55.7% | $4,231-47.2% |
| Admin fee / account holder | $52 | $93-43.7% | $8,930-99.4% | $114-54.1% |