Filed March 8, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,306 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,137 | $105,190-59.0% | $98,920-56.4% | $90,274-52.2% |
| Participation rate | 66.4% | 86.4%-19.9pp | 76.0%-9.6pp | 73.4%-6.9pp |
| Annual return | 15.41% | 18.52%-3.1pp | 196.47%-181.1pp | 53.97%-38.6pp |
| Employer contribution / active EE | $2,920 | $3,831-23.8% | $2,689+8.6% | $2,523+15.7% |
| Participant deferral / active EE | $2,628 | $5,616-53.2% | $4,245-38.1% | $4,231-37.9% |
| Admin fee / account holder | $61 | $97-37.8% | $6,643-99.1% | $114-46.9% |