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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 04-3157927 | Recordkeeping | $36,128 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,226 | $66,004-96.6% | $81,820-97.3% | $77,714-97.1% |
| Participation rate | 77.8% | 65.8%+12.0pp | 72.4%+5.4pp | 70.6%+7.2pp |
| Annual return | 11.51% | 26.65%-15.1pp | 777.93%-766.4pp | 31.26%-19.7pp |
| Employer contribution / active EE | $530 | $2,375-77.7% | $2,915-81.8% | $2,727-80.6% |
| Participant deferral / active EE | $932 | $3,508-73.4% | $4,323-78.4% | $4,649-80.0% |
| Admin fee / account holder | $57 | $527-89.1% | $7,391-99.2% | $433-86.7% |