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 INC1+ years Filed as: T. ROWE PRICE Service code 21 · EIN 52-5130993 | Bank Trustee | $18,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,003 | $99,628-55.8% | $105,218-58.2% | $59,188-25.7% |
| Participation rate | 87.1% | 80.5%+6.7pp | 77.2%+9.9pp | 69.4%+17.7pp |
| Annual return | 3.67% | 3.21%+0.5pp | 5.33%-1.7pp | 5.51%-1.8pp |
| Employer contribution / active EE | $1,595 | $2,454-35.0% | $3,255-51.0% | $2,098-24.0% |
| Participant deferral / active EE | $2,952 | $4,189-29.5% | $4,867-39.3% | $3,265-9.6% |
| Admin fee / account holder | $5 | $62-92.2% | $6,992-99.9% | $92-94.7% |