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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,798 | $75,183-21.8% | $123,894-52.5% | $55,167+6.6% |
| Participation rate | 98.0% | 72.8%+25.2pp | 81.4%+16.6pp | 69.0%+29.0pp |
| Annual return | 6.15% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,865 | $2,823-34.0% | $4,617-59.6% | $1,963-5.0% |
| Participant deferral / active EE | $5,383 | $5,084+5.9% | $5,984-10.0% | $3,054+76.3% |
| Admin fee / account holder | $222 | $663-66.4% | $8,357-97.3% | $504-55.9% |