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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 | $4,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,158 | $39,859-36.9% | $78,676-68.0% | $57,658-56.4% |
| Participation rate | 16.5% | 66.1%-49.6pp | 73.6%-57.1pp | 70.2%-53.7pp |
| Annual return | 2.97% | 18.96%-16.0pp | 62.19%-59.2pp | 5.13%-2.2pp |
| Employer contribution / active EE | $187 | $1,786-89.5% | $2,850-93.4% | $1,974-90.5% |
| Participant deferral / active EE | $849 | $2,248-62.2% | $3,517-75.9% | $3,061-72.3% |
| Admin fee / account holder | $13 | $76-83.0% | $4,510-99.7% | $95-86.3% |