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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $43,988 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,579 | $106,110+7.0% | $147,005-22.7% | $77,671+46.2% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.2pp | 70.6%+24.7pp |
| Annual return | 19.19% | 56.77%-37.6pp | 418.76%-399.6pp | 31.21%-12.0pp |
| Employer contribution / active EE | $12,101 | $4,065+197.7% | $4,934+145.3% | $2,726+343.8% |
| Participant deferral / active EE | $8,913 | $7,992+11.5% | $8,070+10.4% | $4,648+91.8% |
| Admin fee / account holder | $80 | $338-76.3% | $13,006-99.4% | $430-81.4% |