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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,836 | $45,000+55.2% | $143,801-51.4% | $77,906-10.4% |
| Participation rate | 50.1% | 66.8%-16.7pp | 80.3%-30.2pp | 73.7%-23.6pp |
| Annual return | -17.96% | 29.03%-47.0pp | -0.04%-17.9pp | 12.16%-30.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $6,050 | $3,157+91.7% | $5,639+7.3% | $4,805+25.9% |
| Admin fee / account holder | $2 | $98-98.3% | $14,680-100.0% | $133-98.8% |