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 INC2+ years Filed as: T. ROWE PRICE RET PLAN SERVICES INC Service code 15 · EIN 52-1714114 | Recordkeeping | $20,681 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 50 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Direct Payment | $10,046 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,412 | $49,270+4.3% | $156,551-67.2% | $329,111-84.4% |
| Participation rate | 11.7% | 68.1%-56.5pp | 84.0%-72.4pp | 67.9%-56.2pp |
| Annual return | 26.42% | 23.25%+3.2pp | 32.23%-5.8pp | 16.35%+10.1pp |
| Employer contribution / active EE | $98 | $1,534-93.6% | $5,501-98.2% | $2,303-95.7% |
| Participant deferral / active EE | $322 | $2,920-89.0% | $4,871-93.4% | $3,682-91.2% |
| Admin fee / account holder | $17 | $51-67.1% | $13,028-99.9% | $754-97.8% |