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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $80,001 |
COHNREZNICK LLP5 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $21,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,777 | $185,342+43.4% | $111,319+138.8% | $86,828+206.1% |
| Participation rate | 97.0% | 81.0%+16.1pp | 77.3%+19.7pp | 72.3%+24.7pp |
| Annual return | 16.23% | 500.80%-484.6pp | 54.68%-38.4pp | 97.95%-81.7pp |
| Employer contribution / active EE | $6,170 | $2,246+174.7% | $2,732+125.9% | $2,406+156.4% |
| Participant deferral / active EE | $15,883 | $4,458+256.2% | $4,488+253.9% | $4,132+284.4% |
| Admin fee / account holder | $54 | $255-78.9% | $7,966-99.3% | $170-68.1% |