Filed March 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,646 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $27,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $36,083 | $96,403-62.6% | $93,621-61.5% | $77,775-53.6% |
| Participation rate | 61.6% | 87.6%-26.1pp | 75.8%-14.3pp | 73.2%-11.6pp |
| Annual return | 19.71% | 39.36%-19.6pp | 32.76%-13.0pp | 32.58%-12.9pp |
| Employer contribution / active EE | $1,347 | $3,616-62.7% | $2,719-50.4% | $2,504-46.2% |
| Participant deferral / active EE | $2,117 | $5,341-60.4% | $4,070-48.0% | $3,966-46.6% |
| Admin fee / account holder | $98 | $90+10.0% | $7,890-98.8% | $100-1.6% |