Filed February 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 16 · EIN 52-1714114 | Consulting | $8,936 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 60 | Sub-TA Fees | $0 |
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.
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 | $41,064 | $91,051-54.9% | $88,497-53.6% | $55,167-25.6% |
| Participation rate | 61.2% | 79.5%-18.3pp | 82.4%-21.2pp | 69.0%-7.8pp |
| Annual return | 6.12% | 9.63%-3.5pp | 7.63%-1.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $72 | $3,430-97.9% | $4,036-98.2% | $1,963-96.4% |
| Participant deferral / active EE | $2,667 | $4,954-46.2% | $4,899-45.6% | $3,054-12.7% |
| Admin fee / account holder | $19 | $539-96.4% | $6,220-99.7% | $504-96.2% |