Filed March 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $315,679 |
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 | $118,321 | $118,464-0.1% | $96,564+22.5% | $103,657+14.1% |
| Participation rate | 64.1% | 89.0%-24.9pp | 76.0%-11.9pp | 73.4%-9.3pp |
| Annual return | 20.54% | 18.79%+1.7pp | 25.89%-5.3pp | 33.13%-12.6pp |
| Employer contribution / active EE | $1,455 | $4,210-65.4% | $2,967-50.9% | $3,216-54.7% |
| Participant deferral / active EE | $4,706 | $7,277-35.3% | $4,852-3.0% | $5,218-9.8% |
| Admin fee / account holder | $58 | $81-27.9% | $8,256-99.3% | $114-48.8% |