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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RETIREMENT PLAN SERVIC Service code 15 | Recordkeeping | $2,149 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 64 PO BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,004 | $47,448-36.8% | $94,993-68.4% | $62,293-51.8% |
| Participation rate | 48.6% | 66.5%-17.9pp | 73.9%-25.2pp | 69.5%-20.9pp |
| Annual return | 16.50% | 22.64%-6.1pp | 27.12%-10.6pp | 28.90%-12.4pp |
| Employer contribution / active EE | $257 | $1,300-80.3% | $2,603-90.1% | $2,042-87.4% |
| Participant deferral / active EE | $1,450 | $2,375-38.9% | $3,317-56.3% | $3,169-54.2% |
| Admin fee / account holder | $8 | $434-98.2% | $4,960-99.8% | $479-98.4% |