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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,666 |
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 | $16,044 | $65,092-75.4% | $143,799-88.8% | $66,938-76.0% |
| Participation rate | 54.6% | 65.2%-10.6pp | 80.3%-25.7pp | 69.8%-15.2pp |
| Annual return | -9.28% | -11.14%+1.9pp | -0.04%-9.2pp | 1.58%-10.9pp |
| Employer contribution / active EE | $1,480 | $2,362-37.3% | $4,952-70.1% | $2,545-41.9% |
| Participant deferral / active EE | $1,464 | $2,920-49.9% | $5,638-74.0% | $4,238-65.5% |
| Admin fee / account holder | $48 | $502-90.5% | $14,677-99.7% | $594-91.9% |