Filed July 11, 2019 (most recent of 4 filings on file)
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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $49,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,800 | $79,181+33.6% | $102,423+3.3% | $74,429+42.1% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.4pp |
| Annual return | 13.39% | 54.97%-41.6pp | 29.42%-16.0pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $2,858 | $2,362+21.0% | $3,023-5.5% | $2,625+8.9% |
| Participant deferral / active EE | $6,730 | $4,416+52.4% | $5,054+33.2% | $4,348+54.8% |
| Admin fee / account holder | $154 | $2,002-92.3% | $9,455-98.4% | $1,944-92.1% |