Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RET PLAN SERVICES INC Service code 15 · EIN 52-1714114 | Recordkeeping | $838,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $577,649 | $58,202+892.5% | $172,757+234.4% | $89,609+544.6% |
| Participation rate | 7.3% | 72.8%-65.5pp | 82.6%-75.3pp | 69.6%-62.3pp |
| Annual return | 22.52% | 61.59%-39.1pp | 803.06%-780.5pp | 33.65%-11.1pp |
| Employer contribution / active EE | $2,477 | $1,759+40.8% | $5,144-51.9% | $2,584-4.2% |
| Participant deferral / active EE | $2,912 | $3,335-12.7% | $5,198-44.0% | $4,222-31.0% |
| Admin fee / account holder | $558 | $53+961.4% | $13,956-96.0% | $72+678.7% |