Filed March 8, 2016
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,143 | $78,852-14.8% | $76,768-12.5% | $75,289-10.8% |
| Participation rate | 61.5% | 85.0%-23.5pp | 77.0%-15.5pp | 72.4%-10.9pp |
| Annual return | -4.94% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,848 | $2,794+1.9% | $2,485+14.6% | $2,405+18.4% |
| Participant deferral / active EE | $4,136 | $4,800-13.8% | $3,852+7.4% | $3,739+10.6% |
| Admin fee / account holder | $12 | $79-84.9% | $6,676-99.8% | $102-88.3% |