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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $71,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,690 | $43,749-34.4% | $158,223-81.9% | $65,306-56.1% |
| Participation rate | 80.1% | 56.9%+23.2pp | 79.2%+0.9pp | 57.7%+22.4pp |
| Annual return | 6.52% | 19.41%-12.9pp | 52.09%-45.6pp | 21.94%-15.4pp |
| Employer contribution / active EE | $2,183 | $1,497+45.8% | $4,109-46.9% | $1,967+11.0% |
| Participant deferral / active EE | $1,325 | $2,019-34.4% | $5,467-75.8% | $2,959-55.2% |
| Admin fee / account holder | $259 | $1,930-86.6% | $16,047-98.4% | $3,480-92.6% |