Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $75,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,670 | $52,172-43.1% | $56,033-47.1% | $106,553-72.2% |
| Participation rate | 12.2% | 32.5%-20.3pp | 52.5%-40.3pp | 69.8%-57.6pp |
| Annual return | 17.04% | 17.21%-0.2pp | 1711.38%-1694.3pp | 17.37%-0.3pp |
| Employer contribution / active EE | $360 | $613-41.3% | $1,041-65.5% | $3,359-89.3% |
| Participant deferral / active EE | $654 | $1,424-54.1% | $1,954-66.5% | $5,562-88.2% |
| Admin fee / account holder | $21 | $90-77.1% | $2,827-99.3% | $80-74.0% |