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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $38,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,427 | $91,695-21.0% | $67,575+7.2% | $77,736-6.8% |
| Participation rate | 47.4% | 76.0%-28.6pp | 72.9%-25.5pp | 70.6%-23.2pp |
| Annual return | 13.31% | 14.88%-1.6pp | 3528.98%-3515.7pp | 31.26%-17.9pp |
| Employer contribution / active EE | $2,328 | $3,189-27.0% | $2,736-14.9% | $2,728-14.6% |
| Participant deferral / active EE | $3,829 | $3,912-2.1% | $4,003-4.4% | $4,651-17.7% |
| Admin fee / account holder | $126 | $245-48.3% | $3,993-96.8% | $433-70.8% |