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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $7,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,034 | $50,902-66.5% | $155,534-89.0% | $77,736-78.1% |
| Participation rate | 63.6% | 63.1%+0.5pp | 78.2%-14.6pp | 70.6%-7.0pp |
| Annual return | 14.51% | 34.85%-20.3pp | 64.92%-50.4pp | 31.26%-16.8pp |
| Employer contribution / active EE | $1,582 | $1,991-20.6% | $4,675-66.2% | $2,728-42.0% |
| Participant deferral / active EE | $918 | $2,824-67.5% | $5,630-83.7% | $4,651-80.3% |
| Admin fee / account holder | $18 | $437-96.0% | $15,900-99.9% | $433-95.9% |