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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 | $101,499+282.2% | $147,005+163.9% | $74,546+420.4% |
| Participation rate | 96.5% | 75.5%+21.0pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 7.43% | 8732.34%-8724.9pp | 418.76%-411.3pp | 1366.03%-1358.6pp |
| Employer contribution / active EE | $13,563 | $3,811+255.9% | $4,934+174.9% | $2,624+416.8% |
| Participant deferral / active EE | $13,166 | $7,304+80.3% | $8,070+63.2% | $4,347+202.9% |
| Admin fee / account holder | $145 | $1,748-91.7% | $13,006-98.9% | $1,944-92.5% |