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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $71,081 |
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.
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 | $57,730 | $46,969+22.9% | $154,110-62.5% | $73,367-21.3% |
| Participation rate | 10.6% | 72.4%-61.8pp | 83.0%-72.5pp | 69.5%-58.9pp |
| Annual return | -5.26% | 821.68%-826.9pp | 735.22%-740.5pp | 173.45%-178.7pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $405 | $3,162-87.2% | $5,081-92.0% | $4,033-89.9% |
| Admin fee / account holder | $34 | $47-26.3% | $13,412-99.7% | $68-49.8% |