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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,390 |
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 | $15,771 | $56,339-72.0% | $104,301-84.9% | $68,486-77.0% |
| Participation rate | 86.1% | 63.3%+22.8pp | 73.3%+12.8pp | 67.9%+18.2pp |
| Annual return | -13.98% | -9.19%-4.8pp | 24.61%-38.6pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,584 | $3,077+178.9% | $4,626+85.6% | $4,028+113.1% |
| Admin fee / account holder | $21 | $4,902-99.6% | $7,340-99.7% | $5,404-99.6% |