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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 12 · EIN 04-3157927 | Claims processing; Recordkeeping and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,126 | $59,105-86.3% | $159,991-94.9% | $66,930-87.9% |
| Participation rate | 79.6% | 68.1%+11.5pp | 78.0%+1.6pp | 69.8%+9.8pp |
| Annual return | -0.53% | -12.26%+11.7pp | 408.82%-409.3pp | 1.57%-2.1pp |
| Employer contribution / active EE | $1,038 | $1,983-47.6% | $4,225-75.4% | $2,545-59.2% |
| Participant deferral / active EE | $2,407 | $4,395-45.2% | $6,183-61.1% | $4,238-43.2% |
| Admin fee / account holder | $31 | $591-94.7% | $8,715-99.6% | $593-94.7% |