Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,727 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T.ROWE PRCIE RPS, INC. Service code 15 | Recordkeeping | $0 |
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 | $86,250 | $89,739-3.9% | $149,721-42.4% | $62,293+38.5% |
| Participation rate | 51.0% | 85.1%-34.1pp | 87.1%-36.0pp | 69.5%-18.5pp |
| Annual return | 17.74% | 21.01%-3.3pp | 1501.67%-1483.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,434 | $3,233-55.6% | $5,444-73.7% | $2,042-29.8% |
| Participant deferral / active EE | $3,029 | $4,797-36.9% | $6,568-53.9% | $3,169-4.4% |
| Admin fee / account holder | $15 | $551-97.2% | $11,282-99.9% | $479-96.8% |