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 INC2+ years Filed as: T. ROWE PRICE Service code 21 · EIN 52-5130993 | Bank Trustee | $26,545 |
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 | $45,255 | $107,045-57.7% | $108,745-58.4% | $63,975-29.3% |
| Participation rate | 87.3% | 81.9%+5.4pp | 77.7%+9.6pp | 71.1%+16.2pp |
| Annual return | 12.76% | 18.14%-5.4pp | 46.22%-33.5pp | 48.65%-35.9pp |
| Employer contribution / active EE | $1,684 | $2,651-36.5% | $3,323-49.3% | $2,182-22.8% |
| Participant deferral / active EE | $3,017 | $4,292-29.7% | $5,121-41.1% | $3,356-10.1% |
| Admin fee / account holder | $6 | $67-90.5% | $6,144-99.9% | $70-91.0% |