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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 | Recordkeeping | $240,783 |
T ROWE PRICE RPS INC6+ years Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,360 | $46,219+422.2% | $89,441+169.9% | $90,274+167.4% |
| Participation rate | 96.4% | 44.9%+51.5pp | 68.0%+28.4pp | 73.4%+23.1pp |
| Annual return | 5.21% | 25.71%-20.5pp | 245.62%-240.4pp | 53.97%-48.8pp |
| Employer contribution / active EE | $5,993 | $953+528.9% | $2,588+131.6% | $2,523+137.5% |
| Participant deferral / active EE | $10,674 | $2,136+399.6% | $3,891+174.4% | $4,231+152.3% |
| Admin fee / account holder | $51 | $147-65.2% | $4,885-99.0% | $114-55.2% |