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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 | $1,633 |
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).
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 | $55,224 | $51,466+7.3% | $78,778-29.9% | $62,293-11.3% |
| Participation rate | 54.4% | 59.8%-5.4pp | 69.2%-14.8pp | 69.5%-15.2pp |
| Annual return | 19.37% | 19.96%-0.6pp | 35.62%-16.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $875 | $827+5.8% | $1,986-55.9% | $2,042-57.1% |
| Participant deferral / active EE | $1,763 | $2,147-17.9% | $2,958-40.4% | $3,169-44.4% |
| Admin fee / account holder | $17 | $489-96.4% | $5,134-99.7% | $479-96.4% |