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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE TRUST CO. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,905 | $43,999-29.8% | $79,466-61.1% | $55,725-44.5% |
| Participation rate | 21.4% | 66.9%-45.6pp | 73.3%-52.0pp | 70.9%-49.5pp |
| Annual return | -3.90% | 1.81%-5.7pp | 718.28%-722.2pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $850 | $2,538-66.5% | $3,704-77.0% | $3,356-74.7% |
| Admin fee / account holder | $28 | $118-76.3% | $5,104-99.5% | $115-75.8% |