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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 52-1184650 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,755 | $81,276-69.5% | $155,574-84.1% | $80,925-69.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.37% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,738 | $3,103-44.0% | $4,676-62.8% | $2,756-36.9% |
| Participant deferral / active EE | $4,324 | $3,453+25.2% | $5,629-23.2% | $4,299+0.6% |
| Admin fee / account holder | $145 | $7,993-98.2% | $15,914-99.1% | $6,940-97.9% |