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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $128,992 |
T ROWE PRICE RPS INC4+ years Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $401,961 | $34,242+1073.9% | $76,518+425.3% | $75,289+433.9% |
| Participation rate | 41.7% | 43.9%-2.2pp | 68.0%-26.3pp | 72.4%-30.7pp |
| Annual return | 114.52% | -0.98%+115.5pp | -0.27%+114.8pp | -0.04%+114.6pp |
| Employer contribution / active EE | $3,076 | $975+215.5% | $2,647+16.2% | $2,405+27.9% |
| Participant deferral / active EE | $5,415 | $1,872+189.2% | $3,836+41.2% | $3,739+44.8% |
| Admin fee / account holder | $51 | $112-54.0% | $4,849-98.9% | $102-49.7% |