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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 211174903 | Recordkeeping | $5,788 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,692 | $65,582-80.6% | $64,099-80.2% | $71,495-82.2% |
| Participation rate | 61.6% | 73.2%-11.6pp | 72.3%-10.7pp | 67.9%-6.3pp |
| Annual return | 20.60% | 18.96%+1.6pp | 33.70%-13.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $459 | $2,671-82.8% | $2,748-83.3% | $2,589-82.3% |
| Participant deferral / active EE | $1,341 | $3,628-63.0% | $3,881-65.4% | $4,291-68.7% |
| Admin fee / account holder | $65 | $616-89.4% | $3,070-97.9% | $1,588-95.9% |