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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,983 | $99,957-34.0% | $149,715-55.9% | $73,493-10.2% |
| Participation rate | 44.4% | 75.7%-31.3pp | 82.5%-38.1pp | 70.7%-26.3pp |
| Annual return | 21.56% | 53.87%-32.3pp | 276.66%-255.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $833 | $3,191-73.9% | $4,645-82.1% | $2,270-63.3% |
| Participant deferral / active EE | $2,612 | $6,073-57.0% | $6,842-61.8% | $3,740-30.2% |
| Admin fee / account holder | $14 | $551-97.5% | $9,310-99.9% | $513-97.3% |