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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 | $88,360+595.4% | $145,433+322.5% | $67,986+803.8% |
| Participation rate | 93.6% | 65.5%+28.1pp | 82.1%+11.5pp | 57.2%+36.4pp |
| Annual return | 12.91% | 63.15%-50.2pp | 66.58%-53.7pp | 31.67%-18.8pp |
| Employer contribution / active EE | $17,275 | $3,054+465.7% | $4,554+279.3% | $2,019+755.7% |
| Participant deferral / active EE | $7,391 | $5,932+24.6% | $7,897-6.4% | $3,358+120.1% |
| Admin fee / account holder | $79 | $3,313-97.6% | $13,129-99.4% | $3,203-97.5% |