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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 | Recordkeeping | $0 |
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.
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 | $61,640 | $68,092-9.5% | $73,309-15.9% | $59,188+4.1% |
| Participation rate | 43.8% | 78.1%-34.2pp | 74.9%-31.1pp | 69.4%-25.6pp |
| Annual return | 2.36% | 5.93%-3.6pp | 5.67%-3.3pp | 5.51%-3.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $3,237-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,068 | $5,041-78.8% | $4,991-78.6% | $3,265-67.3% |
| Admin fee / account holder | $1 | $630-99.9% | $5,635-100.0% | $92-99.5% |