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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $200 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,814 | $74,706-76.2% | $75,714-76.5% | $79,391-77.6% |
| Participation rate | 19.4% | 75.3%-56.0pp | 74.8%-55.5pp | 70.7%-51.4pp |
| Annual return | 14.33% | 18.52%-4.2pp | 104.62%-90.3pp | 116.88%-102.6pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $527 | $3,533-85.1% | $3,820-86.2% | $4,046-87.0% |
| Admin fee / account holder | $5 | $374-98.6% | $3,619-99.9% | $627-99.2% |