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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $77,115 | $63,314+21.8% | $91,004-15.3% | $62,293+23.8% |
| Participation rate | 30.6% | 73.3%-42.8pp | 75.6%-45.0pp | 69.5%-38.9pp |
| Annual return | 24.28% | 21.00%+3.3pp | 4.60%+19.7pp | 28.90%-4.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,439 | $2,944-51.1% | $3,548-59.4% | $3,169-54.6% |
| Admin fee / account holder | $9 | $468-98.1% | $5,417-99.8% | $479-98.1% |