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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 | $43,496-34.0% | $161,489-82.2% | $64,340-55.4% |
| Participation rate | 80.1% | 53.5%+26.6pp | 78.7%+1.4pp | 55.2%+24.8pp |
| Annual return | 6.52% | 20.76%-14.2pp | 89.72%-83.2pp | 24.14%-17.6pp |
| Employer contribution / active EE | $2,183 | $1,431+52.6% | $4,268-48.9% | $1,862+17.3% |
| Participant deferral / active EE | $1,325 | $1,996-33.6% | $5,630-76.5% | $2,980-55.6% |
| Admin fee / account holder | $259 | $2,330-88.9% | $16,006-98.4% | $3,703-93.0% |