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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $10,054 |
Annual investment return 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 | $17,660 | $91,439-80.7% | $135,974-87.0% | $71,511-75.3% |
| Participation rate | 91.3% | 75.7%+15.6pp | 81.9%+9.4pp | 67.9%+23.3pp |
| Annual return | 15.33% | 29.90%-14.6pp | 68.30%-53.0pp | 28.86%-13.5pp |
| Employer contribution / active EE | $2,583 | $3,705-30.3% | $4,859-46.8% | $2,589-0.2% |
| Participant deferral / active EE | $5,289 | $7,093-25.4% | $7,760-31.8% | $4,291+23.3% |
| Admin fee / account holder | $60 | $1,267-95.3% | $10,767-99.4% | $1,588-96.2% |