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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 100 E. PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,350 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,070 | $46,332-89.1% | $143,797-96.5% | $64,824-92.2% |
| Participation rate | 60.2% | 64.2%-4.0pp | 80.3%-20.1pp | 71.5%-11.3pp |
| Annual return | -15.00% | -10.05%-4.9pp | -0.04%-15.0pp | 32.84%-47.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,408 | $2,647-46.8% | $5,638-75.0% | $4,311-67.3% |
| Admin fee / account holder | $18 | $154-88.2% | $14,679-99.9% | $188-90.4% |