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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 | $46,688-38.5% | $189,758-84.9% | $69,733-58.9% |
| Participation rate | 80.1% | 61.7%+18.4pp | 79.8%+0.3pp | 62.5%+17.6pp |
| Annual return | 6.52% | 14.35%-7.8pp | 52.62%-46.1pp | 15.22%-8.7pp |
| Employer contribution / active EE | $2,183 | $1,695+28.8% | $4,767-54.2% | $2,250-3.0% |
| Participant deferral / active EE | $1,325 | $2,143-38.2% | $5,856-77.4% | $3,054-56.6% |
| Admin fee / account holder | $259 | $1,700-84.8% | $20,388-98.7% | $3,102-91.6% |