Filed February 25, 2021 (most recent of 2 filings on file)
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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 | $488,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,099 | $122,602-38.7% | $177,821-57.8% | $93,223-19.4% |
| Participation rate | 92.2% | 91.3%+0.9pp | 87.7%+4.5pp | 74.9%+17.3pp |
| Annual return | 17.49% | 22.53%-5.0pp | 48.32%-30.8pp | 19.29%-1.8pp |
| Employer contribution / active EE | $5,168 | $4,338+19.1% | $5,918-12.7% | $2,680+92.9% |
| Participant deferral / active EE | $5,288 | $7,134-25.9% | $7,714-31.4% | $4,563+15.9% |
| Admin fee / account holder | $68 | $62+9.8% | $12,427-99.5% | $79-14.6% |