Filed March 27, 2020 (most recent of 3 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $17,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $594,522 | $89,225+566.3% | $133,698+344.7% | $74,478+698.3% |
| Participation rate | 69.4% | 69.4%0pp | 76.4%-7.0pp | 67.2%+2.2pp |
| Annual return | 17.97% | 22.76%-4.8pp | 580.90%-562.9pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $23,650 | $2,816+740.0% | $4,218+460.7% | $2,626+800.5% |
| Participant deferral / active EE | $19,937 | $4,597+333.7% | $7,016+184.2% | $4,350+358.3% |
| Admin fee / account holder | $62 | $1,545-96.0% | $6,703-99.1% | $1,946-96.8% |