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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 | $1,960 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,853 | $72,620-68.5% | $90,760-74.8% | $66,938-65.9% |
| Participation rate | 95.7% | 73.7%+22.0pp | 75.7%+20.0pp | 69.8%+25.8pp |
| Annual return | -20.06% | -12.28%-7.8pp | -12.16%-7.9pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,159 | $2,369-51.1% | $2,922-60.3% | $2,545-54.5% |
| Participant deferral / active EE | $6,219 | $3,979+56.3% | $4,565+36.2% | $4,238+46.7% |
| Admin fee / account holder | $13 | $707-98.2% | $8,444-99.9% | $594-97.9% |