Filed March 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,060 |
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 | $99,836 | $117,238-14.8% | $87,102+14.6% | $82,204+21.5% |
| Participation rate | 68.6% | 87.2%-18.6pp | 76.9%-8.2pp | 73.4%-4.8pp |
| Annual return | 23.64% | 25.80%-2.2pp | 28.19%-4.6pp | 26.31%-2.7pp |
| Employer contribution / active EE | $1,398 | $3,535-60.5% | $2,521-44.6% | $2,707-48.4% |
| Participant deferral / active EE | $4,415 | $5,976-26.1% | $4,048+9.1% | $4,246+4.0% |
| Admin fee / account holder | $11 | $81-86.2% | $7,493-99.9% | $76-85.2% |