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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $7,107 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,950 | $57,108-49.3% | $94,229-69.3% | $52,331-44.7% |
| Participation rate | 93.3% | 72.9%+20.3pp | 78.8%+14.5pp | 68.1%+25.2pp |
| Annual return | 4.08% | 1.47%+2.6pp | 10.68%-6.6pp | 4.54%-0.5pp |
| Employer contribution / active EE | $465 | $1,735-73.2% | $3,587-87.0% | $1,882-75.3% |
| Participant deferral / active EE | $2,505 | $3,040-17.6% | $4,320-42.0% | $3,022-17.1% |
| Admin fee / account holder | $28 | $546-94.8% | $6,269-99.5% | $592-95.2% |