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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,989 | $81,870-85.4% | $119,608-90.0% | $68,495-82.5% |
| Participation rate | 62.7% | 71.9%-9.2pp | 79.3%-16.6pp | 67.9%-5.2pp |
| Annual return | -17.13% | -23.82%+6.7pp | -14.98%-2.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $734 | $2,692-72.7% | $4,232-82.6% | $2,596-71.7% |
| Participant deferral / active EE | $686 | $4,148-83.5% | $5,601-87.8% | $4,028-83.0% |
| Admin fee / account holder | $5 | $6,583-99.9% | $10,326-100.0% | $5,403-99.9% |