Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,370 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T.ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $120,493 | $122,042-1.3% | $184,260-34.6% | $74,459+61.8% |
| Participation rate | 45.9% | 85.5%-39.5pp | 86.8%-40.9pp | 67.2%-21.3pp |
| Annual return | 14.12% | 19.91%-5.8pp | 28.84%-14.7pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,735 | $4,537-61.8% | $6,427-73.0% | $2,626-33.9% |
| Participant deferral / active EE | $3,841 | $7,143-46.2% | $9,133-57.9% | $4,350-11.7% |
| Admin fee / account holder | $18 | $1,252-98.6% | $13,898-99.9% | $1,945-99.1% |