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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,230 |
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 | $119,268 | $124,049-3.9% | $95,968+24.3% | $93,223+27.9% |
| Participation rate | 69.2% | 88.4%-19.2pp | 77.1%-7.9pp | 74.9%-5.7pp |
| Annual return | 21.07% | 22.17%-1.1pp | 91.65%-70.6pp | 19.29%+1.8pp |
| Employer contribution / active EE | $848 | $3,478-75.6% | $2,542-66.6% | $2,680-68.3% |
| Participant deferral / active EE | $4,367 | $6,147-28.9% | $4,167+4.8% | $4,563-4.3% |
| Admin fee / account holder | $9 | $73-87.1% | $6,798-99.9% | $79-88.1% |