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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 | $3,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,103 | $67,512+29.0% | $185,854-53.1% | $93,010-6.4% |
| Participation rate | 49.8% | 67.1%-17.3pp | 81.7%-31.9pp | 73.9%-24.1pp |
| Annual return | 15.14% | 21.04%-5.9pp | 122.12%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $5,792 | $3,035+90.8% | $5,569+4.0% | $4,561+27.0% |
| Admin fee / account holder | $1 | $318-99.5% | $16,246-100.0% | $152-99.0% |