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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-2264646 | Recordkeeping | $25,073 |
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 | $70,808 | $46,173+53.4% | $170,439-58.5% | $69,631+1.7% |
| Participation rate | 80.2% | 63.9%+16.3pp | 83.6%-3.4pp | 70.7%+9.5pp |
| Annual return | 24.50% | 21.62%+2.9pp | 205.94%-181.4pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $11,272 | $1,610+600.2% | $5,433+107.5% | $2,032+454.7% |
| Participant deferral / active EE | $5,861 | $2,080+181.7% | $4,939+18.7% | $3,224+81.8% |
| Admin fee / account holder | $7 | $116-94.2% | $13,881-100.0% | $110-93.9% |