Filed October 26, 2021
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $19,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,242 | $64,119+382.3% | $112,228+175.5% | $66,914+362.1% |
| Participation rate | 92.8% | 68.5%+24.3pp | 75.1%+17.7pp | 69.8%+23.0pp |
| Annual return | -20.45% | -13.81%-6.6pp | 27.45%-47.9pp | 1.58%-22.0pp |
| Employer contribution / active EE | $7,352 | $3,005+144.6% | $3,635+102.3% | $2,544+189.0% |
| Participant deferral / active EE | $5,224 | $3,693+41.5% | $4,728+10.5% | $4,237+23.3% |
| Admin fee / account holder | $120 | $625-80.9% | $6,410-98.1% | $593-79.8% |