Filed March 22, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $49,060 |
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 | $74,756 | $88,581-15.6% | $74,184+0.8% | $65,292+14.5% |
| Participation rate | 67.6% | 86.2%-18.6pp | 76.6%-9.1pp | 72.4%-4.9pp |
| Annual return | 9.57% | 11.72%-2.2pp | 17.74%-8.2pp | 11.84%-2.3pp |
| Employer contribution / active EE | $1,198 | $3,021-60.3% | $2,370-49.5% | $2,302-48.0% |
| Participant deferral / active EE | $3,477 | $4,898-29.0% | $3,550-2.1% | $3,579-2.8% |
| Admin fee / account holder | $11 | $60-82.0% | $5,586-99.8% | $57-81.2% |