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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $2,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,709 | $124,414-96.2% | $115,170-95.9% | $67,579-93.0% |
| Participation rate | 5.2% | 58.1%-52.8pp | 75.9%-70.7pp | 71.3%-66.0pp |
| Annual return | 23.65% | 29.40%-5.8pp | 35.60%-12.0pp | 378.56%-354.9pp |
| Employer contribution / active EE | $0 | $1,454-100.0% | $3,179-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $163 | $2,331-93.0% | $4,169-96.1% | $3,539-95.4% |
| Admin fee / account holder | $134 | $361-63.0% | $7,089-98.1% | $142-6.1% |