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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 | Recordkeeping | $9,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,828 | $104,482-67.6% | $159,455-78.8% | $79,393-57.4% |
| Participation rate | 62.9% | 76.6%-13.7pp | 82.8%-19.9pp | 70.7%-7.8pp |
| Annual return | 18.75% | 67.96%-49.2pp | 263.63%-244.9pp | 116.87%-98.1pp |
| Employer contribution / active EE | $260 | $3,416-92.4% | $4,830-94.6% | $2,428-89.3% |
| Participant deferral / active EE | $3,479 | $6,467-46.2% | $7,353-52.7% | $4,046-14.0% |
| Admin fee / account holder | $63 | $711-91.1% | $10,800-99.4% | $627-89.9% |