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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $5,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $12,482 | $55,453-77.5% | $170,435-92.7% | $62,293-80.0% |
| Participation rate | 62.0% | 66.4%-4.3pp | 83.6%-21.6pp | 69.5%-7.5pp |
| Annual return | 11.74% | 21.38%-9.6pp | 205.94%-194.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,365 | $2,164-36.9% | $5,432-74.9% | $2,042-33.2% |
| Participant deferral / active EE | $727 | $2,303-68.4% | $4,939-85.3% | $3,169-77.1% |
| Admin fee / account holder | $21 | $455-95.4% | $13,881-99.9% | $479-95.7% |