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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 64 · EIN 52-1309931 P.O. BOX 17479 · BALTIMORE, MD 212971479 | Recordkeeping Fees | $8,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,014 | $79,779-67.4% | $153,741-83.1% | $74,478-65.1% |
| Participation rate | 46.7% | 69.9%-23.3pp | 77.1%-30.4pp | 67.2%-20.6pp |
| Annual return | 12.51% | 15.08%-2.6pp | 15.71%-3.2pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,669 | $4,026-58.5% | $5,042-66.9% | $2,626-36.4% |
| Participant deferral / active EE | $2,471 | $5,329-53.6% | $6,757-63.4% | $4,350-43.2% |
| Admin fee / account holder | $114 | $1,761-93.6% | $12,749-99.1% | $1,946-94.2% |