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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $37,084 |
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 | $33,723 | $79,189-57.4% | $102,457-67.1% | $74,400-54.7% |
| Participation rate | 81.1% | 74.8%+6.3pp | 76.5%+4.6pp | 67.2%+13.9pp |
| Annual return | 17.51% | 54.98%-37.5pp | 29.41%-11.9pp | 1367.51%-1350.0pp |
| Employer contribution / active EE | $1,917 | $2,362-18.9% | $3,022-36.6% | $2,624-27.0% |
| Participant deferral / active EE | $3,108 | $4,415-29.6% | $5,054-38.5% | $4,348-28.5% |
| Admin fee / account holder | $186 | $2,002-90.7% | $9,451-98.0% | $1,944-90.4% |