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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $850 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,329 | $56,640+27.7% | $78,002-7.3% | $55,167+31.1% |
| Participation rate | 27.0% | 73.3%-46.3pp | 75.5%-48.6pp | 69.0%-42.0pp |
| Annual return | 1.40% | 2868.48%-2867.1pp | 425.99%-424.6pp | 169.23%-167.8pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,256 | $2,778-54.8% | $3,497-64.1% | $3,054-58.9% |
| Admin fee / account holder | $20 | $467-95.8% | $5,481-99.6% | $504-96.1% |