Filed March 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $49,030 |
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 | $82,834 | $96,261-13.9% | $76,768+7.9% | $68,904+20.2% |
| Participation rate | 67.2% | 87.0%-19.8pp | 77.0%-9.8pp | 74.1%-6.9pp |
| Annual return | -2.44% | -0.85%-1.6pp | 2.43%-4.9pp | 1.07%-3.5pp |
| Employer contribution / active EE | $1,333 | $3,303-59.6% | $2,485-46.4% | $2,540-47.5% |
| Participant deferral / active EE | $4,083 | $5,537-26.3% | $3,852+6.0% | $4,015+1.7% |
| Admin fee / account holder | $10 | $73-86.2% | $6,676-99.8% | $71-85.9% |