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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,330 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,071 | $106,247+71.4% | $147,096+23.8% | $77,714+134.3% |
| Participation rate | 88.4% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 11.83% | 56.87%-45.0pp | 419.75%-407.9pp | 31.26%-19.4pp |
| Employer contribution / active EE | $2,592 | $4,069-36.3% | $4,936-47.5% | $2,727-4.9% |
| Participant deferral / active EE | $9,258 | $7,996+15.8% | $8,071+14.7% | $4,649+99.1% |
| Admin fee / account holder | $10 | $338-97.1% | $13,005-99.9% | $433-97.8% |