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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,930 | $84,493-68.1% | $125,381-78.5% | $66,938-59.8% |
| Participation rate | 61.3% | 76.4%-15.1pp | 82.4%-21.1pp | 69.8%-8.5pp |
| Annual return | -23.45% | -8.49%-15.0pp | 572.31%-595.8pp | 1.58%-25.0pp |
| Employer contribution / active EE | $1,118 | $3,554-68.5% | $4,815-76.8% | $2,545-56.1% |
| Participant deferral / active EE | $3,420 | $6,783-49.6% | $7,448-54.1% | $4,238-19.3% |
| Admin fee / account holder | $49 | $685-92.8% | $10,007-99.5% | $594-91.7% |