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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $26,746 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,352 | $44,764-47.8% | $68,794-66.1% | $64,814-64.0% |
| Participation rate | 22.2% | 64.8%-42.6pp | 69.0%-46.8pp | 71.5%-49.3pp |
| Annual return | -13.46% | -10.91%-2.6pp | -6.37%-7.1pp | 32.84%-46.3pp |
| Employer contribution / active EE | $528 | $1,775-70.3% | $2,656-80.1% | $2,507-78.9% |
| Participant deferral / active EE | $968 | $3,238-70.1% | $3,941-75.4% | $4,310-77.5% |
| Admin fee / account holder | $143 | $151-5.5% | $4,934-97.1% | $188-23.8% |