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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,331 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $614,483 | $75,058+718.7% | $152,301+303.5% | $64,340+855.1% |
| Participation rate | 93.6% | 60.9%+32.7pp | 82.4%+11.2pp | 55.2%+38.4pp |
| Annual return | 12.91% | 29.93%-17.0pp | 80.50%-67.6pp | 24.14%-11.2pp |
| Employer contribution / active EE | $17,275 | $2,605+563.2% | $4,624+273.5% | $1,862+827.9% |
| Participant deferral / active EE | $7,391 | $5,041+46.6% | $8,004-7.7% | $2,980+148.0% |
| Admin fee / account holder | $79 | $4,050-98.0% | $14,398-99.4% | $3,703-97.9% |