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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,635 | $58,969+11.3% | $129,406-49.3% | $77,762-15.6% |
| Participation rate | 34.7% | 59.5%-24.8pp | 69.6%-35.0pp | 70.6%-35.9pp |
| Annual return | 13.17% | 24.78%-11.6pp | 9468.18%-9455.0pp | 31.27%-18.1pp |
| Employer contribution / active EE | $363 | $1,959-81.5% | $4,155-91.3% | $2,728-86.7% |
| Participant deferral / active EE | $2,046 | $3,224-36.6% | $4,167-50.9% | $4,651-56.0% |
| Admin fee / account holder | $17 | $593-97.2% | $7,689-99.8% | $433-96.1% |