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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $5,560 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,268 | $88,203-55.5% | $165,100-76.2% | $74,478-47.3% |
| Participation rate | 68.0% | 73.1%-5.1pp | 78.6%-10.6pp | 67.2%+0.8pp |
| Annual return | 15.81% | 17.13%-1.3pp | 70.21%-54.4pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,061 | $2,601-59.2% | $4,348-75.6% | $2,626-59.6% |
| Participant deferral / active EE | $1,644 | $4,505-63.5% | $6,035-72.8% | $4,350-62.2% |
| Admin fee / account holder | $49 | $2,235-97.8% | $12,696-99.6% | $1,946-97.5% |