Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,617 | $38,925-34.2% | $73,836-65.3% | $55,191-53.6% |
| Participation rate | 19.0% | 66.0%-47.1pp | 73.4%-54.5pp | 69.2%-50.2pp |
| Annual return | 3.13% | 6.31%-3.2pp | 2268.06%-2264.9pp | 10.78%-7.7pp |
| Employer contribution / active EE | $324 | $1,695-80.9% | $2,787-88.4% | $1,899-82.9% |
| Participant deferral / active EE | $1,116 | $2,351-52.5% | $3,583-68.8% | $3,046-63.4% |
| Admin fee / account holder | $12 | $83-85.5% | $4,882-99.8% | $91-86.7% |