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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $450 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,548 | $63,924-92.9% | $108,582-95.8% | $55,167-91.8% |
| Participation rate | 55.3% | 74.3%-19.1pp | 79.6%-24.3pp | 69.0%-13.7pp |
| Annual return | 8.89% | 15.31%-6.4pp | -51.70%+60.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $836 | $1,879-55.5% | $3,758-77.8% | $1,963-57.4% |
| Participant deferral / active EE | $503 | $3,067-83.6% | $4,311-88.3% | $3,054-83.5% |
| Admin fee / account holder | $4 | $618-99.4% | $7,645-100.0% | $504-99.3% |