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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,532 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T.ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participant contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,190 | $63,114-69.6% | $92,903-79.3% | $65,185-70.6% |
| Participation rate | 72.1% | 68.8%+3.4pp | 76.0%-3.9pp | 70.2%+1.9pp |
| Annual return | 22.56% | 28.75%-6.2pp | 109.43%-86.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $3,199 | $2,571+24.5% | $3,653-12.4% | $2,177+47.0% |
| Participant deferral / active EE | $965 | $3,108-68.9% | $4,238-77.2% | $3,514-72.5% |
| Admin fee / account holder | $18 | $624-97.2% | $5,795-99.7% | $847-97.9% |