Filed February 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $414,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,970 | $96,400-48.2% | $149,718-66.6% | $177,276-71.8% |
| Participation rate | 94.1% | 88.9%+5.2pp | 87.1%+7.1pp | 74.8%+19.3pp |
| Annual return | 19.34% | 19.02%+0.3pp | 1501.63%-1482.3pp | 21.25%-1.9pp |
| Employer contribution / active EE | $3,765 | $3,680+2.3% | $5,445-30.8% | $2,479+51.9% |
| Participant deferral / active EE | $3,756 | $5,510-31.8% | $6,569-42.8% | $3,881-3.2% |
| Admin fee / account holder | $62 | $69-10.3% | $11,283-99.4% | $154-59.7% |