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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 | $45,837 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,881 | $78,636+15.6% | $105,607-13.9% | $74,459+22.1% |
| Participation rate | 48.2% | 72.8%-24.6pp | 75.3%-27.1pp | 67.2%-19.1pp |
| Annual return | 10.22% | 15.96%-5.7pp | 116.11%-105.9pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,417 | $2,523-43.8% | $3,167-55.2% | $2,626-46.0% |
| Participant deferral / active EE | $3,042 | $4,322-29.6% | $5,011-39.3% | $4,350-30.1% |
| Admin fee / account holder | $454 | $2,220-79.6% | $10,958-95.9% | $1,945-76.7% |