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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $13,250 |
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 | $71,383 | $54,237+31.6% | $90,304-21.0% | $67,579+5.6% |
| Participation rate | 23.2% | 68.6%-45.4pp | 73.3%-50.0pp | 71.3%-48.0pp |
| Annual return | 47.31% | 37.27%+10.0pp | 78.13%-30.8pp | 378.56%-331.2pp |
| Employer contribution / active EE | $37 | $1,846-98.0% | $2,855-98.7% | $2,148-98.3% |
| Participant deferral / active EE | $1,212 | $2,625-53.8% | $3,885-68.8% | $3,539-65.7% |
| Admin fee / account holder | $64 | $123-48.4% | $5,354-98.8% | $142-55.2% |