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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,432 | $89,652-85.0% | $141,191-90.5% | $65,185-79.4% |
| Participation rate | 14.9% | 74.7%-59.8pp | 82.5%-67.5pp | 70.2%-55.3pp |
| Annual return | 23.62% | 32.79%-9.2pp | 71.41%-47.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $447 | $5,691-92.2% | $6,710-93.3% | $3,514-87.3% |
| Admin fee / account holder | $15 | $569-97.3% | $10,264-99.9% | $847-98.2% |