Filed July 18, 2023
Total covered: 383 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $66,653 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,617 | $73,149-73.2% | $120,574-83.7% | $77,736-74.8% |
| Participation rate | 90.0% | 55.2%+34.8pp | 71.9%+18.1pp | 70.6%+19.4pp |
| Annual return | 12.60% | 18.24%-5.6pp | 107.42%-94.8pp | 31.26%-18.7pp |
| Employer contribution / active EE | $1,869 | $1,793+4.2% | $3,471-46.2% | $2,728-31.5% |
| Participant deferral / active EE | $3,226 | $3,006+7.3% | $4,996-35.4% | $4,651-30.6% |
| Admin fee / account holder | $140 | $660-78.8% | $9,445-98.5% | $433-67.7% |