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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 | $101,653+281.6% | $147,080+163.7% | $74,459+421.0% |
| Participation rate | 96.5% | 75.6%+20.9pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 7.43% | 8754.98%-8747.5pp | 420.17%-412.7pp | 1369.70%-1362.3pp |
| Employer contribution / active EE | $13,563 | $3,813+255.7% | $4,933+174.9% | $2,626+416.5% |
| Participant deferral / active EE | $13,166 | $7,304+80.3% | $8,066+63.2% | $4,350+202.7% |
| Admin fee / account holder | $145 | $1,752-91.7% | $12,989-98.9% | $1,945-92.6% |