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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,747 | $70,002-41.8% | $115,037-64.6% | $52,331-22.1% |
| Participation rate | 49.7% | 72.1%-22.4pp | 81.4%-31.7pp | 68.1%-18.4pp |
| Annual return | 8.20% | 4.04%+4.2pp | 26.14%-17.9pp | 4.54%+3.7pp |
| Employer contribution / active EE | $920 | $2,715-66.1% | $4,608-80.0% | $1,882-51.1% |
| Participant deferral / active EE | $2,608 | $4,920-47.0% | $6,026-56.7% | $3,022-13.7% |
| Admin fee / account holder | $14 | $566-97.5% | $8,175-99.8% | $592-97.6% |