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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 64 · EIN 52-1309931 | Recordkeeping Fees | $19,888 |
Service code 12 · EIN 59-3461974 | Participant loan processing; Other se... | $5,100 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,443 | $46,332-81.8% | $143,797-94.1% | $64,824-87.0% |
| Participation rate | 91.9% | 64.2%+27.6pp | 80.3%+11.5pp | 71.5%+20.4pp |
| Annual return | 83.68% | -10.05%+93.7pp | -0.04%+83.7pp | 32.84%+50.8pp |
| Employer contribution / active EE | $2,073 | $1,911+8.5% | $4,952-58.1% | $2,507-17.3% |
| Participant deferral / active EE | $3,886 | $2,647+46.8% | $5,638-31.1% | $4,311-9.9% |
| Admin fee / account holder | $50 | $154-67.3% | $14,679-99.7% | $188-73.2% |