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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $1,146,569 | $70,002+1537.9% | $115,038+896.7% | $52,331+2091.0% |
| Participation rate | 0.0% | 72.1%-72.1pp | 81.4%-81.4pp | 68.1%-68.1pp |
| Annual return | -1.43% | 4.04%-5.5pp | 26.14%-27.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $784 | $2,715-71.1% | $4,608-83.0% | $1,882-58.4% |
| Participant deferral / active EE | $11,158 | $4,920+126.8% | $6,026+85.1% | $3,022+269.2% |
| Admin fee / account holder | $2,058 | $566+263.5% | $8,175-74.8% | $592+247.8% |