Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $120 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,522 | $72,448+241.7% | $118,746+108.4% | $69,634+255.5% |
| Participation rate | 96.1% | 79.7%+16.5pp | 78.3%+17.9pp | 70.7%+25.4pp |
| Annual return | 13.46% | 19.06%-5.6pp | 24.54%-11.1pp | 27572.26%-27558.8pp |
| Employer contribution / active EE | $8,843 | $3,771+134.5% | $4,193+110.9% | $2,032+335.2% |
| Participant deferral / active EE | $6,888 | $4,943+39.4% | $5,332+29.2% | $3,224+113.7% |
| Admin fee / account holder | $2 | $99-97.6% | $10,720-100.0% | $110-97.9% |