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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,734 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,730 | $85,766-92.2% | $136,298-95.1% | $70,126-90.4% |
| Participation rate | 86.8% | 74.2%+12.6pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 19.87% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $3,912 | $2,966+31.9% | $4,696-16.7% | $2,343+67.0% |
| Participant deferral / active EE | $87 | $5,051-98.3% | $6,247-98.6% | $3,332-97.4% |
| Admin fee / account holder | $46 | $5,421-99.1% | $9,244-99.5% | $4,645-99.0% |