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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $80,076 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,209 | $95,388-40.0% | $125,363-54.4% | $77,906-26.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 82.4%+9.4pp | 73.7%+18.0pp |
| Annual return | -58.51% | 116.19%-174.7pp | 572.15%-630.7pp | 12.16%-70.7pp |
| Employer contribution / active EE | $3,254 | $3,666-11.2% | $4,815-32.4% | $2,846+14.3% |
| Participant deferral / active EE | $6,366 | $7,711-17.4% | $7,447-14.5% | $4,805+32.5% |
| Admin fee / account holder | $36 | $119-70.1% | $10,005-99.6% | $133-73.2% |