Filed February 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,149 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,885 | $101,955-4.0% | $112,899-13.3% | $71,495+36.9% |
| Participation rate | 58.7% | 82.1%-23.4pp | 80.5%-21.8pp | 67.9%-9.2pp |
| Annual return | 65.30% | 28.92%+36.4pp | 34.11%+31.2pp | 28.85%+36.4pp |
| Employer contribution / active EE | $516 | $4,743-89.1% | $4,566-88.7% | $2,589-80.1% |
| Participant deferral / active EE | $3,766 | $6,771-44.4% | $6,516-42.2% | $4,291-12.2% |
| Admin fee / account holder | $121 | $1,395-91.3% | $7,047-98.3% | $1,588-92.4% |