Filed March 8, 2016
Total covered: 7 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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,473 | $80,211-19.6% | $74,184-13.1% | $63,975+0.8% |
| Participation rate | 63.3% | 84.2%-20.9pp | 76.6%-13.3pp | 71.1%-7.8pp |
| Annual return | 8.19% | 14.13%-5.9pp | 17.74%-9.5pp | 48.65%-40.5pp |
| Employer contribution / active EE | $2,588 | $2,553+1.4% | $2,370+9.2% | $2,182+18.6% |
| Participant deferral / active EE | $3,793 | $4,370-13.2% | $3,550+6.8% | $3,356+13.0% |
| Admin fee / account holder | $10 | $67-84.4% | $5,586-99.8% | $70-85.2% |