Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,553 |
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 | $7,683 | $77,816-90.1% | $123,552-93.8% | $64,173-88.0% |
| Participation rate | 84.8% | 74.7%+10.1pp | 82.3%+2.6pp | 69.6%+15.3pp |
| Annual return | -7.05% | 12.49%-19.5pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,088 | $3,014+35.6% | $4,628-11.7% | $2,381+71.7% |
| Participant deferral / active EE | $152 | $5,240-97.1% | $6,426-97.6% | $3,470-95.6% |
| Admin fee / account holder | $48 | $5,519-99.1% | $9,285-99.5% | $4,887-99.0% |