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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,598 | $42,546+11.9% | $71,796-33.7% | $55,167-13.7% |
| Participation rate | 53.5% | 59.1%-5.6pp | 69.1%-15.6pp | 69.0%-15.5pp |
| Annual return | 14.65% | 12.36%+2.3pp | 78.04%-63.4pp | 169.23%-154.6pp |
| Employer contribution / active EE | $902 | $803+12.3% | $1,924-53.1% | $1,963-54.0% |
| Participant deferral / active EE | $1,887 | $2,064-8.6% | $2,794-32.5% | $3,054-38.2% |
| Admin fee / account holder | $8 | $650-98.7% | $4,815-99.8% | $504-98.4% |