Filed October 26, 2021
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $79,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,882 | $80,748+365.5% | $102,383+267.1% | $74,429+405.0% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 15.63% | 27.57%-11.9pp | 24.94%-9.3pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $11,413 | $3,159+261.3% | $3,870+194.9% | $2,625+334.8% |
| Participant deferral / active EE | $6,057 | $3,861+56.9% | $5,060+19.7% | $4,348+39.3% |
| Admin fee / account holder | $423 | $2,371-82.1% | $8,391-95.0% | $1,944-78.2% |