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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,241 | $34,634+140.3% | $77,096+8.0% | $64,819+28.4% |
| Participation rate | 24.7% | 49.8%-25.1pp | 67.9%-43.2pp | 71.5%-46.7pp |
| Annual return | -19.72% | -5.31%-14.4pp | 42.35%-62.1pp | 32.84%-52.6pp |
| Employer contribution / active EE | $395 | $1,385-71.4% | $2,814-85.9% | $2,507-84.2% |
| Participant deferral / active EE | $1,491 | $2,553-41.6% | $4,429-66.3% | $4,311-65.4% |
| Admin fee / account holder | $13 | $178-92.4% | $5,428-99.8% | $188-92.8% |