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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $230,040 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,339 | $52,346-40.1% | $143,801-78.2% | $78,104-59.9% |
| Participation rate | 60.7% | 72.7%-12.0pp | 80.3%-19.6pp | 74.5%-13.8pp |
| Annual return | -16.27% | -14.19%-2.1pp | -0.04%-16.2pp | 10.90%-27.2pp |
| Employer contribution / active EE | $381 | $2,131-82.1% | $4,952-92.3% | $3,128-87.8% |
| Participant deferral / active EE | $2,586 | $3,800-32.0% | $5,639-54.1% | $5,089-49.2% |
| Admin fee / account holder | $39 | $63-38.7% | $14,680-99.7% | $79-50.7% |