| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309921 | Recordkeeping | $942,807 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE 52-1309931 Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,272 | $68,330-7.4% | $149,740-57.7% | $96,393-34.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 78.8%+21.2pp | 71.3%+28.7pp |
| Annual return | 41.63% | 29.64%+12.0pp | 134.51%-92.9pp | 22.88%+18.7pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $6,981 | $4,422+57.9% | $5,683+22.8% | $5,455+28.0% |
| Admin fee / account holder | $38 | $52-27.4% | $13,222-99.7% | $74-48.9% |