Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $850 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,968 | $79,523-17.0% | $140,019-52.9% | $56,287+17.2% |
| Participation rate | 51.6% | 85.7%-34.1pp | 87.5%-35.9pp | 69.9%-18.2pp |
| Annual return | -4.54% | 2.39%-6.9pp | 651.15%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,317 | $3,350-60.7% | $5,605-76.5% | $2,111-37.6% |
| Participant deferral / active EE | $2,969 | $5,129-42.1% | $6,927-57.1% | $3,350-11.4% |
| Admin fee / account holder | $14 | $614-97.7% | $10,705-99.9% | $521-97.3% |