Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RET PLAN SERVICES INC Service code 15 · EIN 52-1714114 | Recordkeeping | $200 |
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.
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 | $215,357 | $46,516+363.0% | $147,618+45.9% | $69,651+209.2% |
| Participation rate | 2.8% | 65.8%-63.0pp | 84.6%-81.8pp | 66.6%-63.7pp |
| Annual return | 212.93% | 9.48%+203.5pp | 61.98%+150.9pp | 53.77%+159.2pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $303 | $2,719-88.9% | $4,895-93.8% | $3,635-91.7% |
| Admin fee / account holder | $5 | $45-87.8% | $11,612-100.0% | $63-91.4% |