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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $55,212 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,644 | $63,690+304.5% | $163,379+57.7% | $71,012+262.8% |
| Participation rate | 96.1% | 47.6%+48.4pp | 76.8%+19.2pp | 58.6%+37.5pp |
| Annual return | 14.01% | 21.56%-7.6pp | 63.41%-49.4pp | 37.67%-23.7pp |
| Employer contribution / active EE | $5,085 | $1,703+198.5% | $3,752+35.5% | $2,348+116.6% |
| Participant deferral / active EE | $11,251 | $3,160+256.1% | $6,282+79.1% | $3,246+246.6% |
| Admin fee / account holder | $53 | $1,298-95.9% | $9,818-99.5% | $1,167-95.4% |