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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 P.O. BOX 8374 · BOSTON, MA 02266 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,002 | $71,957-68.0% | $67,652-66.0% | $59,188-61.1% |
| Participation rate | 30.1% | 82.7%-52.5pp | 75.7%-45.5pp | 69.4%-39.3pp |
| Annual return | 0.88% | 8.53%-7.6pp | 6625.40%-6624.5pp | 5.51%-4.6pp |
| Employer contribution / active EE | $0 | $2,432-100.0% | $2,266-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,936 | $4,211-54.0% | $3,560-45.6% | $3,265-40.7% |
| Admin fee / account holder | $15 | $64-76.4% | $4,821-99.7% | $92-83.6% |