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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3257927 PO BOX 219325, · KANSAS CITY, MO 641219325 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,588 | $104,479+17.3% | $159,474-23.1% | $79,391+54.4% |
| Participation rate | 77.0% | 76.6%+0.3pp | 82.8%-5.9pp | 70.7%+6.3pp |
| Annual return | 13.22% | 67.98%-54.8pp | 263.68%-250.5pp | 116.88%-103.7pp |
| Employer contribution / active EE | $3,755 | $3,417+9.9% | $4,831-22.3% | $2,428+54.7% |
| Participant deferral / active EE | $4,777 | $6,468-26.1% | $7,353-35.0% | $4,046+18.1% |
| Admin fee / account holder | $65 | $711-90.8% | $10,802-99.4% | $627-89.6% |