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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $147,702 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $2,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,111 | $96,900+45.6% | $111,392+26.7% | $75,289+87.4% |
| Participation rate | 95.0% | 85.9%+9.1pp | 78.9%+16.2pp | 72.4%+22.6pp |
| Annual return | -4.33% | 1.66%-6.0pp | -2.06%-2.3pp | -0.04%-4.3pp |
| Employer contribution / active EE | $7,901 | $5,520+43.1% | $4,328+82.6% | $2,405+228.5% |
| Participant deferral / active EE | $11,731 | $6,494+80.6% | $5,567+110.7% | $3,739+213.8% |
| Admin fee / account holder | $121 | $105+15.0% | $12,266-99.0% | $102+18.2% |