Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,216 | $99,168-64.5% | $96,534-63.5% | $74,460-52.7% |
| Participation rate | 86.0% | 80.7%+5.3pp | 76.0%+10.0pp | 70.7%+15.2pp |
| Annual return | 15.69% | 22.40%-6.7pp | 25.88%-10.2pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,275 | $2,570-50.4% | $2,965-57.0% | $2,638-51.7% |
| Participant deferral / active EE | $1,339 | $4,936-72.9% | $4,851-72.4% | $4,530-70.4% |
| Admin fee / account holder | $126 | $225-44.0% | $8,253-98.5% | $348-63.8% |