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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 211174903 | Recordkeeping | $5,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,051 | $69,774-79.9% | $67,575-79.2% | $74,459-81.1% |
| Participation rate | 62.5% | 71.4%-8.9pp | 72.9%-10.4pp | 67.2%-4.7pp |
| Annual return | 13.22% | -40.53%+53.8pp | 3528.98%-3515.8pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $471 | $2,710-82.6% | $2,736-82.8% | $2,626-82.1% |
| Participant deferral / active EE | $1,407 | $3,636-61.3% | $4,003-64.9% | $4,350-67.7% |
| Admin fee / account holder | $66 | $890-92.6% | $3,993-98.3% | $1,945-96.6% |