Filed October 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2 years Service code 15 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,285 | $57,976+16.1% | $63,018+6.8% | $62,293+8.0% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.8%+23.0pp | 69.5%+28.3pp |
| Annual return | 23.38% | 17.54%+5.8pp | 87.62%-64.2pp | 28.90%-5.5pp |
| Employer contribution / active EE | $2,910 | $2,415+20.5% | $2,761+5.4% | $2,042+42.5% |
| Participant deferral / active EE | $4,197 | $2,956+42.0% | $3,330+26.1% | $3,169+32.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |