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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,761 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,901 | $101,591+281.8% | $147,096+163.7% | $74,429+421.2% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 7.43% | 8746.45%-8739.0pp | 419.75%-412.3pp | 1368.38%-1361.0pp |
| Employer contribution / active EE | $13,563 | $3,813+255.7% | $4,936+174.8% | $2,625+416.7% |
| Participant deferral / active EE | $13,166 | $7,302+80.3% | $8,071+63.1% | $4,348+202.8% |
| Admin fee / account holder | $145 | $1,750-91.7% | $13,005-98.9% | $1,944-92.6% |