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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 | $69,771-79.9% | $67,524-79.2% | $74,400-81.1% |
| Participation rate | 62.5% | 71.4%-8.9pp | 72.9%-10.4pp | 67.2%-4.7pp |
| Annual return | 13.22% | -40.49%+53.7pp | 3519.41%-3506.2pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $471 | $2,710-82.6% | $2,734-82.8% | $2,624-82.1% |
| Participant deferral / active EE | $1,407 | $3,638-61.3% | $4,001-64.8% | $4,348-67.6% |
| Admin fee / account holder | $66 | $889-92.6% | $4,001-98.3% | $1,944-96.6% |