Filed March 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $333,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,487 | $126,505+13.4% | $113,397+26.5% | $126,505+13.4% |
| Participation rate | 64.1% | 81.0%-16.9pp | 76.5%-12.4pp | 81.0%-16.9pp |
| Annual return | 14.25% | 14.86%-0.6pp | 23.20%-8.9pp | 14.86%-0.6pp |
| Employer contribution / active EE | $1,690 | $4,041-58.2% | $2,977-43.2% | $4,041-58.2% |
| Participant deferral / active EE | $5,346 | $6,313-15.3% | $5,076+5.3% | $6,313-15.3% |
| Admin fee / account holder | $62 | $145-57.1% | $11,957-99.5% | $145-57.1% |