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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP3+ years Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $25,000 |
WINDES, INC.1 year Filed as: WINDES INC. Service code 10 PO BOX 87 · LONG BEACH, CA 90801 | Accounting | $17,500 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,901 |
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 | $106,804 | $81,537+31.0% | $149,721-28.7% | $69,631+53.4% |
| Participation rate | 78.5% | 86.1%-7.7pp | 87.1%-8.6pp | 70.7%+7.8pp |
| Annual return | 15.54% | 22.79%-7.3pp | 1501.67%-1486.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $8,885 | $3,239+174.3% | $5,444+63.2% | $2,032+337.2% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $76 | $107-29.2% | $11,282-99.3% | $110-31.5% |