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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,962 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,411 | $37,463+13.2% | $77,100-45.0% | $66,949-36.7% |
| Participation rate | 64.0% | 52.9%+11.1pp | 67.9%-3.9pp | 69.8%-5.8pp |
| Annual return | -13.52% | -3.25%-10.3pp | 42.35%-55.9pp | 1.57%-15.1pp |
| Employer contribution / active EE | $403 | $1,535-73.7% | $2,815-85.7% | $2,545-84.2% |
| Participant deferral / active EE | $1,050 | $2,621-60.0% | $4,430-76.3% | $4,239-75.2% |
| Admin fee / account holder | $138 | $568-75.8% | $5,443-97.5% | $594-76.8% |