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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $9,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,809 | $53,204+80.1% | $155,556-38.4% | $200,096-52.1% |
| Participation rate | 51.8% | 64.1%-12.3pp | 78.2%-26.4pp | 72.0%-20.2pp |
| Annual return | 16.04% | 41.02%-25.0pp | 64.84%-48.8pp | 34.26%-18.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $6,694 | $3,163+111.6% | $5,631+18.9% | $5,090+31.5% |
| Admin fee / account holder | $3 | $186-98.5% | $15,885-100.0% | $269-99.0% |