Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,923 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,010 | $88,581+52.4% | $74,184+82.0% | $65,292+106.8% |
| Participation rate | 99.0% | 86.2%+12.8pp | 76.6%+22.4pp | 72.4%+26.6pp |
| Annual return | 8.36% | 11.72%-3.4pp | 17.74%-9.4pp | 11.84%-3.5pp |
| Employer contribution / active EE | $3,077 | $3,021+1.9% | $2,370+29.8% | $2,302+33.7% |
| Participant deferral / active EE | $7,033 | $4,898+43.6% | $3,550+98.1% | $3,579+96.5% |
| Admin fee / account holder | $15 | $60-74.2% | $5,586-99.7% | $57-73.1% |