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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 · EIN 52-1309931 | Recordkeeping | $3,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,177 | $42,396-76.0% | $67,313-84.9% | $56,287-81.9% |
| Participation rate | 67.7% | 61.0%+6.7pp | 69.1%-1.4pp | 69.9%-2.1pp |
| Annual return | -5.94% | -36.63%+30.7pp | -4.08%-1.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $68 | $1,414-95.2% | $2,566-97.4% | $2,111-96.8% |
| Participant deferral / active EE | $2,740 | $2,360+16.1% | $3,568-23.2% | $3,350-18.2% |
| Admin fee / account holder | $13 | $510-97.4% | $4,507-99.7% | $521-97.4% |