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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $446,630 | $89,652+398.2% | $141,191+216.3% | $65,185+585.2% |
| Participation rate | 90.8% | 74.7%+16.1pp | 82.5%+8.4pp | 70.2%+20.6pp |
| Annual return | 4.87% | 32.79%-27.9pp | 71.41%-66.5pp | 29.38%-24.5pp |
| Employer contribution / active EE | $11,953 | $3,065+290.0% | $4,736+152.4% | $2,177+449.1% |
| Participant deferral / active EE | $4,903 | $5,691-13.8% | $6,710-26.9% | $3,514+39.5% |
| Admin fee / account holder | $96 | $569-83.0% | $10,264-99.1% | $847-88.6% |