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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 | Recordkeeping | $232,000 |
T ROWE PRICE RPS INC7+ years Service code 15 | Recordkeeping | $0 |
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 | $269,772 | $45,719+490.1% | $96,188+180.5% | $93,010+190.0% |
| Participation rate | 96.8% | 45.8%+51.0pp | 68.4%+28.4pp | 73.9%+22.9pp |
| Annual return | 19.03% | 3211.95%-3192.9pp | 192.12%-173.1pp | 158.70%-139.7pp |
| Employer contribution / active EE | $5,808 | $1,139+410.1% | $2,800+107.4% | $2,705+114.7% |
| Participant deferral / active EE | $10,052 | $2,344+328.8% | $4,350+131.1% | $4,561+120.4% |
| Admin fee / account holder | $48 | $128-62.8% | $5,538-99.1% | $152-68.6% |