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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $450 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,353 | $50,385-65.6% | $75,501-77.0% | $62,293-72.1% |
| Participation rate | 67.5% | 67.7%-0.2pp | 72.4%-4.9pp | 69.5%-2.0pp |
| Annual return | 9.27% | 19.90%-10.6pp | 27.35%-18.1pp | 28.90%-19.6pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,789 | $2,445-26.8% | $3,142-43.1% | $3,169-43.5% |
| Admin fee / account holder | $5 | $384-98.8% | $5,801-99.9% | $479-99.0% |