Filed March 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90,919 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $25,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,484 | $118,488-98.7% | $98,462-98.5% | $139,487-98.9% |
| Participation rate | 42.9% | 77.5%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 7.49% | 18.96%-11.5pp | 21.17%-13.7pp | 373.84%-366.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $29,113 | $13,868+109.9% | $8,875+228.0% | $11,407+155.2% |