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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $22,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,691 | $51,244-59.6% | $80,977-74.4% | $55,167-62.5% |
| Participation rate | 67.3% | 71.7%-4.4pp | 75.8%-8.5pp | 69.0%-1.7pp |
| Annual return | 8.32% | 17.39%-9.1pp | 17.11%-8.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $906 | $1,770-48.8% | $3,715-75.6% | $1,963-53.8% |
| Participant deferral / active EE | $2,806 | $4,418-36.5% | $5,696-50.7% | $3,054-8.1% |
| Admin fee / account holder | $128 | $398-67.9% | $5,517-97.7% | $504-74.6% |