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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,719 |
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 | $458,723 | $91,439+401.7% | $135,974+237.4% | $71,511+541.5% |
| Participation rate | 95.9% | 75.7%+20.2pp | 81.9%+14.0pp | 67.9%+28.0pp |
| Annual return | 10.02% | 29.90%-19.9pp | 68.30%-58.3pp | 28.86%-18.8pp |
| Employer contribution / active EE | $15,805 | $3,705+326.6% | $4,859+225.3% | $2,589+510.4% |
| Participant deferral / active EE | $6,547 | $7,093-7.7% | $7,760-15.6% | $4,291+52.6% |
| Admin fee / account holder | $104 | $1,267-91.8% | $10,767-99.0% | $1,588-93.5% |