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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-2264646 | Recordkeeping | $7,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,070 | $37,117+107.6% | $147,618-47.8% | $55,191+39.6% |
| Participation rate | 66.9% | 63.6%+3.3pp | 84.6%-17.7pp | 69.2%-2.2pp |
| Annual return | 21.05% | 3.44%+17.6pp | 61.98%-40.9pp | 10.78%+10.3pp |
| Employer contribution / active EE | $8,916 | $1,620+450.2% | $5,565+60.2% | $1,899+369.6% |
| Participant deferral / active EE | $5,047 | $1,985+154.2% | $4,895+3.1% | $3,046+65.7% |
| Admin fee / account holder | $37 | $86-57.3% | $11,612-99.7% | $91-59.8% |