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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,388 |
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 | $90,560 | $118,971-23.9% | $112,977-19.8% | $73,501+23.2% |
| Participation rate | 60.4% | 83.3%-22.9pp | 82.6%-22.1pp | 70.7%-10.2pp |
| Annual return | 102.68% | 17.79%+84.9pp | 24.24%+78.4pp | 28.51%+74.2pp |
| Employer contribution / active EE | $661 | $4,091-83.8% | $4,255-84.5% | $2,270-70.9% |
| Participant deferral / active EE | $3,337 | $6,133-45.6% | $5,836-42.8% | $3,740-10.8% |
| Admin fee / account holder | $108 | $573-81.2% | $6,294-98.3% | $513-79.0% |