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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $14,545 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $30,986 | $127,387-75.7% | $115,038-73.1% | $125,389-75.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 3.35% | 31.28%-27.9pp | 26.14%-22.8pp | 282.24%-278.9pp |
| Employer contribution / active EE | $2,501 | $5,166-51.6% | $4,608-45.7% | $4,866-48.6% |
| Participant deferral / active EE | $14,738 | $6,423+129.5% | $6,026+144.6% | $5,352+175.4% |
| Admin fee / account holder | $78 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |