Filed February 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 37 · EIN 52-1714114 | Loan Processing | $8,238 |
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 | $32,808 | $92,897-64.7% | $90,782-63.9% | $56,289-41.7% |
| Participation rate | 59.7% | 80.7%-21.0pp | 82.7%-23.0pp | 69.9%-10.2pp |
| Annual return | -2.56% | -2.59%0pp | -3.42%+0.9pp | -9.96%+7.4pp |
| Employer contribution / active EE | $185 | $3,871-95.2% | $4,105-95.5% | $2,111-91.3% |
| Participant deferral / active EE | $3,828 | $5,551-31.0% | $5,366-28.7% | $3,350+14.3% |
| Admin fee / account holder | $12 | $440-97.2% | $5,908-99.8% | $521-97.6% |