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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 | Recordkeeping | $249,000 |
T ROWE PRICE RPS INC9+ years Service code 15 | Recordkeeping | $0 |
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 | $254,674 | $40,278+532.3% | $80,669+215.7% | $80,187+217.6% |
| Participation rate | 96.8% | 47.5%+49.3pp | 67.0%+29.8pp | 72.9%+23.9pp |
| Annual return | 13.21% | 50.86%-37.6pp | 937.61%-924.4pp | 40.40%-27.2pp |
| Employer contribution / active EE | $6,363 | $1,332+377.6% | $2,724+133.6% | $2,980+113.6% |
| Participant deferral / active EE | $11,081 | $2,696+311.1% | $4,444+149.3% | $5,016+120.9% |
| Admin fee / account holder | $50 | $210-76.2% | $5,384-99.1% | $145-65.5% |