Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,175 | $82,032-7.1% | $123,106-38.1% | $59,633+27.7% |
| Participation rate | 64.2% | 83.2%-19.0pp | 86.8%-22.6pp | 68.7%-4.5pp |
| Annual return | 0.62% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $1,892 | $3,297-42.6% | $5,151-63.3% | $2,203-14.1% |
| Participant deferral / active EE | $4,363 | $4,667-6.5% | $6,229-30.0% | $3,192+36.7% |
| Admin fee / account holder | $11 | $5,881-99.8% | $9,015-99.9% | $4,297-99.7% |