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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,480 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,834 | $148,629-26.8% | $135,982-20.0% | $139,487-22.0% |
| Participation rate | 4.5% | 83.9%-79.3pp | 81.9%-77.4pp | 80.3%-75.8pp |
| Annual return | 15.42% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $4,772 | $5,247-9.0% | $4,859-1.8% | $4,755+0.4% |
| Participant deferral / active EE | $7,295 | $8,102-10.0% | $7,760-6.0% | $6,713+8.7% |
| Admin fee / account holder | $72 | $12,406-99.4% | $10,767-99.3% | $11,407-99.4% |