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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $5,419 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,477 | $56,540-70.9% | $185,849-91.1% | $86,821-81.0% |
| Participation rate | 65.0% | 65.5%-0.5pp | 81.7%-16.7pp | 72.3%-7.3pp |
| Annual return | 27.84% | 118.20%-90.4pp | 122.10%-94.3pp | 97.94%-70.1pp |
| Employer contribution / active EE | $1,216 | $1,844-34.1% | $5,169-76.5% | $2,406-49.4% |
| Participant deferral / active EE | $573 | $2,555-77.6% | $5,569-89.7% | $4,132-86.1% |
| Admin fee / account holder | $14 | $150-90.9% | $16,244-99.9% | $170-92.0% |