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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,639 | $45,119+56.6% | $85,126-17.0% | $74,429-5.1% |
| Participation rate | 48.8% | 49.4%-0.6pp | 67.5%-18.8pp | 67.2%-18.5pp |
| Annual return | 15.96% | 26.28%-10.3pp | 66.63%-50.7pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $1,066 | $1,460-27.0% | $2,731-61.0% | $2,625-59.4% |
| Participant deferral / active EE | $3,390 | $2,738+23.8% | $4,523-25.1% | $4,348-22.0% |
| Admin fee / account holder | $16 | $2,214-99.3% | $6,160-99.7% | $1,944-99.2% |