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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,962 |
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 | $86,746 | $100,921-14.0% | $82,312+5.4% | $177,276-51.1% |
| Participation rate | 69.5% | 86.9%-17.5pp | 76.9%-7.4pp | 74.8%-5.4pp |
| Annual return | 21.40% | 20.33%+1.1pp | 25.88%-4.5pp | 21.25%+0.1pp |
| Employer contribution / active EE | $1,249 | $3,145-60.3% | $2,428-48.6% | $2,479-49.6% |
| Participant deferral / active EE | $3,822 | $5,192-26.4% | $3,706+3.1% | $3,881-1.5% |
| Admin fee / account holder | $11 | $64-82.2% | $5,608-99.8% | $154-92.6% |