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 INC6+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $24,189 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $365,020 | $73,823+394.5% | $379,746-3.9% | $73,493+396.7% |
| Participation rate | 95.1% | 73.1%+22.0pp | 78.4%+16.7pp | 70.7%+24.4pp |
| Annual return | -53.89% | 29.06%-83.0pp | 34.90%-88.8pp | 28.51%-82.4pp |
| Employer contribution / active EE | $17,671 | $2,472+614.8% | $3,540+399.2% | $2,270+678.4% |
| Participant deferral / active EE | $15,591 | $4,038+286.1% | $6,024+158.8% | $3,740+316.9% |
| Admin fee / account holder | $75 | $607-87.7% | $7,927-99.1% | $513-85.4% |