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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,332 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC.-ADDL CODES Service code 59 · EIN 52-1309931 | Shareholder Servicing | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,414 | $46,100-38.4% | $86,582-67.2% | $69,631-59.2% |
| Participation rate | 20.6% | 67.2%-46.5pp | 73.5%-52.9pp | 70.7%-50.0pp |
| Annual return | 18.86% | 21.02%-2.2pp | 965.08%-946.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $257 | $1,850-86.1% | $2,839-90.9% | $2,032-87.3% |
| Participant deferral / active EE | $971 | $2,432-60.1% | $3,609-73.1% | $3,224-69.9% |
| Admin fee / account holder | $11 | $94-87.9% | $4,904-99.8% | $110-89.7% |