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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 | $2,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,094 | $80,753-44.2% | $136,298-66.9% | $62,293-27.6% |
| Participation rate | 45.8% | 73.5%-27.8pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 22.05% | 35.83%-13.8pp | 5156.27%-5134.2pp | 28.90%-6.8pp |
| Employer contribution / active EE | $1,050 | $2,884-63.6% | $4,696-77.6% | $2,042-48.6% |
| Participant deferral / active EE | $2,834 | $5,164-45.1% | $6,247-54.6% | $3,169-10.6% |
| Admin fee / account holder | $19 | $525-96.4% | $9,244-99.8% | $479-96.1% |