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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $217,784 | $87,834+148.0% | $133,975+62.6% | $62,881+246.3% |
| Participation rate | 62.0% | 83.4%-21.4pp | 87.1%-25.1pp | 69.3%-7.3pp |
| Annual return | 4.15% | 12.05%-7.9pp | 29.29%-25.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,970 | $4,812+86.4% | $6,282+42.8% | $3,203+180.0% |
| Admin fee / account holder | $17 | $5,372-99.7% | $9,324-99.8% | $4,296-99.6% |