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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 | Recordkeeping | $9,563 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,738 | $73,102-71.6% | $123,553-83.2% | $56,289-63.2% |
| Participation rate | 56.9% | 74.3%-17.4pp | 82.3%-25.4pp | 69.9%-12.9pp |
| Annual return | -3.79% | 3.01%-6.8pp | 119.21%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $823 | $2,977-72.4% | $4,628-82.2% | $2,111-61.0% |
| Participant deferral / active EE | $3,415 | $5,423-37.0% | $6,426-46.9% | $3,350+1.9% |
| Admin fee / account holder | $91 | $554-83.6% | $9,284-99.0% | $521-82.6% |