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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $373,965 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $92,372 |
FINANCIAL DESIGNS, INC4 years Filed as: FINANCIAL DESIGNS CORPORATION Service code 26 540 W BASELINE RD · CLAREMONT, CA 91711 | Advisory (Participants) | $31,302 |
CERDA MUNOZ ADVISORS INC1 year Service code 26 · EIN 46-4459677 | Advisory (Participants) | $6,471 |
FISHER INVESTMENTS3 years Service code 26 201 MAIN · CARNEGIE, PA 15106 | Advisory (Participants) | $6,264 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $2,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,448 | $78,104+197.6% | $93,765+147.9% | $78,104+197.6% |
| Participation rate | 97.7% | 74.5%+23.2pp | 81.0%+16.7pp | 74.5%+23.2pp |
| Annual return | -7.84% | 10.90%-18.7pp | -11.32%+3.5pp | 10.90%-18.7pp |
| Employer contribution / active EE | $3,419 | $3,128+9.3% | $4,327-21.0% | $3,128+9.3% |
| Participant deferral / active EE | $11,820 | $5,089+132.3% | $6,099+93.8% | $5,089+132.3% |
| Admin fee / account holder | $36 | $79-54.2% | $7,184-99.5% | $79-54.2% |