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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $70,628 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,319 | $106,264+203.3% | $147,117+119.1% | $77,762+314.5% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.5pp | 70.6%+12.1pp |
| Annual return | 12.91% | 56.94%-44.0pp | 420.54%-407.6pp | 31.27%-18.4pp |
| Employer contribution / active EE | $6,652 | $4,074+63.3% | $4,932+34.9% | $2,728+143.8% |
| Participant deferral / active EE | $13,966 | $8,003+74.5% | $8,065+73.2% | $4,651+200.3% |
| Admin fee / account holder | $67 | $334-79.9% | $12,993-99.5% | $433-84.5% |