Filed March 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $252,919 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,312 | $134,619-3.2% | $111,297+17.1% | $101,517+28.4% |
| Participation rate | 67.4% | 89.0%-21.6pp | 77.3%-9.9pp | 74.6%-7.1pp |
| Annual return | 13.70% | 17.96%-4.3pp | 54.65%-41.0pp | 21.00%-7.3pp |
| Employer contribution / active EE | $1,502 | $3,829-60.8% | $2,731-45.0% | $2,973-49.5% |
| Participant deferral / active EE | $4,778 | $6,572-27.3% | $4,487+6.5% | $4,873-2.0% |
| Admin fee / account holder | $50 | $86-41.5% | $7,964-99.4% | $139-63.8% |