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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,405 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,812 | $95,388-44.6% | $125,363-57.9% | $77,906-32.2% |
| Participation rate | 73.9% | 78.6%-4.7pp | 82.4%-8.5pp | 73.7%+0.2pp |
| Annual return | -18.35% | 116.19%-134.5pp | 572.15%-590.5pp | 12.16%-30.5pp |
| Employer contribution / active EE | $1,473 | $3,666-59.8% | $4,815-69.4% | $2,846-48.2% |
| Participant deferral / active EE | $6,198 | $7,711-19.6% | $7,447-16.8% | $4,805+29.0% |
| Admin fee / account holder | $4 | $119-96.7% | $10,005-100.0% | $133-97.0% |