T ROWE PRICE RPS INC
248 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,020-3 YoYRank #27 of mapped providers
Assets under administration$772.5B0.9%Market share · rank #15
Fees received$141MMedian $40,476/planSum across Schedule C direct + indirect
Net wins YoY+8115 won · 107 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical T ROWE PRICE RPS INC plan look like?
Service mix · median fees per plan
Count of plans where T ROWE PRICE RPS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Other services; Shareholder servicing fees; Participant loan processing; Float revenue; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution)Code 15 | 892 | $28,196 | |
Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by plan; Investment managementCode 28 | 61 | $139,710 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 20 | $17,651 | |
Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management; Direct payment from the plan; Soft dollars commissionsCode 21 | 8 | $125,398 | |
Recordkeeping fees; Participant loan processing; Direct payment from the planCode 37 | 7 | $15,289 | |
Recordkeeping feesCode 64 | 7 | $13,020 | |
Investment management fees paid indirectly by planCode 52 | 6 | $0 | |
Shareholder servicing fees; Recordkeeping fees; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Trustee (directed); Other services; Distribution (12b-1) fees; Sales loads (front end and deferred); Investment management; Investment management fees paid indirectly by plan; Participant loan processing; Claims processing; Finders' fees / placement fees; Direct payment from the plan; Participant communication; Trustee (bank, trust company, or similar financial institution)Code 12 | 5 | $22,344 |
Competitor overlap
Percent of T ROWE PRICE RPS INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under T ROWE PRICE RPS INC.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | ELM MONEY MANAGEMENT LLC | $10.0B |
3M COMPANYMN · 410417775-002 | ONEX FALCON INVESTMENT ADVISORS | $8.9B |
COX ENTERPRISES, INC.GA · 581035149-001 | MARTINGALE ASSET MANAGEMENT, L.P. | $7.1B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | LMCG INVESTMENTS LLC | $6.4B |
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | COWEN & COMPANY LLC | $2.4B |
BOARD OF TRUSTEES, EDISON PENSION TRUSTOR · 936061681-001 | WILLIAM C. EARHART CO., INC. | $1.0B |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | FIRST REPUBLIC INVESTMENT MANA | $1.0B |
PTC INC.MA · 042866152-001 | UBS FINANCIAL SERVICES INC | $856M |
USG CORPORATIONIL · 363329400-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $634M |
PITT OHIO EXPRESS, LLCPA · 251841122-001 | QDRO CONSULTANTS COMPANY, LLC | $396M |
Plans lost in 2024
Appeared last year under T ROWE PRICE RPS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | WELLINGTON TRUST COMPANY | $11.4B |
THERMO FISHER SCIENTIFIC, INC.PA · 042209186-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $7.5B |
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
BMO FINANCIAL CORP.IL · 510275712-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $4.5B |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | NORTHERN TRUST COMPANY | $4.4B |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | ADENZA, INC. | $2.4B |
WESTERN DIGITAL CORPORATIONCA · 330956711-003 | SAGEVIEW ADVISORY GROUP, LLC | $2.2B |
TENNECO AUTOMOTIVE OPERATING COMPANY INC.MI · 741933558-144 | HOLLAND & KNIGHT | $1.8B |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-001 | HS2 BENEFITS | $1.6B |
DARTMOUTH HEALTHNH · 264812335-003 | THE VANGUARD GROUP, INC. | $1.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-002 | $57.9B | 255,580 | $0 | 7y | 1 |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $2M | 10y | 2 |
COSTCO WHOLESALE CORPORATIONWA · 911223280-002 | $41.0B | 263,899 | $6M | 10y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $3M | 10y | 1 |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $779,869 | 10y | 1 |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $4M | 10y | - |
PFIZER INCNY · 135315170-002 | $22.0B | 57,113 | $818,831 | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $2M | 10y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $731,937 | 2y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $1M | 10y | - |
Flag exposure
69.6%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (248)
Raw Schedule C names collapsed into T ROWE PRICE RPS INC.
- 21 T ROWE PRICE
- 22 T ROWE PRICE
- 23 T ROWE PRICE
- 24 T ROWE PRICE
- 3T ROWE PRICE RPS INC
- GREAT GRAY TR TRP RET 2005 TRR1
- GREAT GRAY TRP FUND
- MM SEL T. ROWE PRICE RET 2010
- R ROWE PRICE RPS, INC.
- ROWE ENTERPRISOE INC
- SEL GR OPPORTUNITIES FD SANDSJSP
- SEL MID CAP GR II FD (TRP F RONTIER
- SEL SM CAP VAL EQ FD (WLGN BRWHNLY)
- T ROOWE PRICE
- T ROW PRICE
- T ROW PRICE RPS INC
- T ROW PRICE RPS INC.
- T ROW PRICE RPS, INC
- T ROWE
- T ROWE FUNDS
- T ROWE NEW ASIA
- T ROWE PRICE
- T ROWE PRICE 52-1309931
- T ROWE PRICE ASSET MGMT INC
- T ROWE PRICE ASSICIATES INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for T ROWE PRICE RPS INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 22 | 2.16% | 7.76% | -5.61 pp |
| Fidelity bond gap | 31 | 3.04% | 26.94% | -23.90 pp |
| Late contributions | 199 | 19.51% | 1.71% | +17.80 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 105 | 10.29% | 1.76% | +8.54 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with T ROWE PRICE RPS INC. Compare to the incumbent market share (1.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.5 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).