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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $4,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,687 | $47,977-69.4% | $154,108-90.5% | $56,289-73.9% |
| Participation rate | 63.6% | 66.2%-2.6pp | 83.0%-19.4pp | 69.9%-6.3pp |
| Annual return | 14.73% | 3.54%+11.2pp | 735.21%-720.5pp | -9.96%+24.7pp |
| Employer contribution / active EE | $1,253 | $2,169-42.2% | $5,298-76.3% | $2,111-40.6% |
| Participant deferral / active EE | $629 | $2,392-73.7% | $5,081-87.6% | $3,350-81.2% |
| Admin fee / account holder | $17 | $438-96.1% | $13,411-99.9% | $521-96.7% |