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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $71,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,690 | $45,343-36.7% | $150,298-80.9% | $67,986-57.8% |
| Participation rate | 80.1% | 51.9%+28.2pp | 77.8%+2.3pp | 57.2%+22.9pp |
| Annual return | 6.52% | 33.28%-26.8pp | 62.79%-56.3pp | 31.67%-25.1pp |
| Employer contribution / active EE | $2,183 | $1,462+49.3% | $4,154-47.4% | $2,019+8.1% |
| Participant deferral / active EE | $1,325 | $2,055-35.5% | $5,453-75.7% | $3,358-60.6% |
| Admin fee / account holder | $259 | $2,250-88.5% | $14,116-98.2% | $3,203-91.9% |