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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $1,372 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,814 | $46,732-76.9% | $156,551-93.1% | $55,167-80.4% |
| Participation rate | 77.3% | 65.8%+11.5pp | 84.0%-6.7pp | 69.0%+8.3pp |
| Annual return | 6.14% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,099 | $2,105-47.8% | $5,501-80.0% | $1,963-44.0% |
| Participant deferral / active EE | $609 | $2,204-72.4% | $4,871-87.5% | $3,054-80.1% |
| Admin fee / account holder | $6 | $418-98.7% | $13,028-100.0% | $504-98.9% |