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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 | $58,778+11.7% | $129,295-49.2% | $77,671-15.5% |
| Participation rate | 34.7% | 59.2%-24.6pp | 69.6%-34.9pp | 70.6%-35.9pp |
| Annual return | 13.17% | 24.73%-11.6pp | 9429.28%-9416.1pp | 31.21%-18.0pp |
| Employer contribution / active EE | $363 | $1,952-81.4% | $4,157-91.3% | $2,726-86.7% |
| Participant deferral / active EE | $2,046 | $3,212-36.3% | $4,169-50.9% | $4,648-56.0% |
| Admin fee / account holder | $17 | $589-97.2% | $7,665-99.8% | $430-96.1% |