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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 | $91,692-21.0% | $67,561+7.2% | $77,714-6.8% |
| Participation rate | 47.4% | 76.0%-28.7pp | 72.9%-25.5pp | 70.6%-23.2pp |
| Annual return | 13.31% | 14.88%-1.6pp | 3525.44%-3512.1pp | 31.26%-17.9pp |
| Employer contribution / active EE | $2,328 | $3,188-27.0% | $2,735-14.9% | $2,727-14.6% |
| Participant deferral / active EE | $3,829 | $3,912-2.1% | $4,003-4.3% | $4,649-17.6% |
| Admin fee / account holder | $126 | $245-48.3% | $4,006-96.8% | $433-70.8% |