Filed February 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,924 |
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 | $45,663 | $103,685-56.0% | $105,387-56.7% | $65,188-30.0% |
| Participation rate | 62.0% | 83.2%-21.2pp | 82.6%-20.6pp | 70.2%-8.2pp |
| Annual return | 27.75% | 23.88%+3.9pp | 26.82%+0.9pp | 29.38%-1.6pp |
| Employer contribution / active EE | $1,072 | $3,842-72.1% | $4,213-74.6% | $2,177-50.7% |
| Participant deferral / active EE | $3,477 | $5,634-38.3% | $5,502-36.8% | $3,514-1.1% |
| Admin fee / account holder | $90 | $399-77.5% | $6,559-98.6% | $847-89.4% |