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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 | $1,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,038 | $93,182-68.8% | $146,685-80.2% | $79,393-63.4% |
| Participation rate | 0.0% | 76.4%-76.4pp | 80.1%-80.1pp | 70.7%-70.7pp |
| Annual return | 15.37% | 21.61%-6.2pp | 22.75%-7.4pp | 116.87%-101.5pp |
| Employer contribution / active EE | $2,448 | $2,420+1.2% | $4,137-40.8% | $2,428+0.8% |
| Participant deferral / active EE | $6,201 | $4,169+48.7% | $5,507+12.6% | $4,046+53.3% |
| Admin fee / account holder | $5 | $585-99.1% | $10,281-99.9% | $627-99.1% |