Filed August 14, 2024 (most recent of 5 filings on file)
Total covered: 194 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,913,981 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,084 | $47,540-51.4% | $79,550-71.0% | $89,394-74.2% |
| Participation rate | 91.0% | 54.9%+36.1pp | 69.5%+21.5pp | 71.3%+19.7pp |
| Annual return | -16.96% | -8.05%-8.9pp | 0.16%-17.1pp | -11.89%-5.1pp |
| Employer contribution / active EE | $1,184 | $1,122+5.5% | $2,413-50.9% | $3,022-60.8% |
| Participant deferral / active EE | $2,807 | $1,961+43.1% | $3,985-29.6% | $5,123-45.2% |
| Admin fee / account holder | $33 | $59-44.5% | $6,832-99.5% | $79-59.0% |