Filed March 27, 2020 (most recent of 3 filings on file)
Total covered: 118 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $21,740 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $372,864 | $69,848+433.8% | $115,756+222.1% | $66,930+457.1% |
| Participation rate | 95.3% | 70.6%+24.7pp | 77.1%+18.2pp | 69.8%+25.5pp |
| Annual return | -18.85% | 969.66%-988.5pp | 143.14%-162.0pp | 1.57%-20.4pp |
| Employer contribution / active EE | $20,895 | $2,613+699.8% | $3,793+450.9% | $2,545+721.0% |
| Participant deferral / active EE | $17,408 | $4,274+307.3% | $6,254+178.4% | $4,238+310.8% |
| Admin fee / account holder | $76 | $337-77.6% | $8,124-99.1% | $593-87.3% |