Filed March 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $324,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $130,167 | $159,391-18.3% | $102,460+27.0% | $99,313+31.1% |
| Participation rate | 63.8% | 88.6%-24.8pp | 76.5%-12.7pp | 71.7%-7.9pp |
| Annual return | 15.04% | 19.03%-4.0pp | 29.47%-14.4pp | 17.67%-2.6pp |
| Employer contribution / active EE | $1,469 | $4,207-65.1% | $3,025-51.5% | $3,264-55.0% |
| Participant deferral / active EE | $4,777 | $7,498-36.3% | $5,056-5.5% | $5,346-10.6% |
| Admin fee / account holder | $60 | $159-62.6% | $9,460-99.4% | $109-45.5% |