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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS INC. Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $1,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,017 | $65,453-87.8% | $86,698-90.8% | $66,938-88.0% |
| Participation rate | 69.5% | 75.5%-6.0pp | 76.6%-7.1pp | 69.8%-0.3pp |
| Annual return | -7.99% | -10.89%+2.9pp | 35.95%-43.9pp | 1.58%-9.6pp |
| Employer contribution / active EE | $1,304 | $2,154-39.5% | $2,837-54.0% | $2,545-48.8% |
| Participant deferral / active EE | $3,001 | $4,102-26.8% | $4,656-35.5% | $4,238-29.2% |
| Admin fee / account holder | $5 | $642-99.2% | $7,493-99.9% | $594-99.1% |