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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 | $2,081 |
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 | $462,868 | $99,957+363.1% | $149,730+209.1% | $73,493+529.8% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 2.35% | 53.87%-51.5pp | 276.70%-274.4pp | 28.51%-26.2pp |
| Employer contribution / active EE | $14,176 | $3,191+344.2% | $4,645+205.2% | $2,270+524.5% |
| Participant deferral / active EE | $5,141 | $6,073-15.3% | $6,843-24.9% | $3,740+37.5% |
| Admin fee / account holder | $15 | $551-97.4% | $9,310-99.8% | $513-97.2% |