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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $56,881 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,076 | $62,686+259.1% | $178,540+26.1% | $77,736+189.5% |
| Participation rate | 97.7% | 66.9%+30.9pp | 77.1%+20.6pp | 70.6%+27.2pp |
| Annual return | 18.70% | 16.16%+2.5pp | 27.15%-8.5pp | 31.26%-12.6pp |
| Employer contribution / active EE | $4,751 | $1,914+148.3% | $3,953+20.2% | $2,728+74.2% |
| Participant deferral / active EE | $10,930 | $4,224+158.8% | $6,281+74.0% | $4,651+135.0% |
| Admin fee / account holder | $54 | $386-86.0% | $10,424-99.5% | $433-87.5% |