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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $3,116 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,481 | $53,777-63.8% | $134,155-85.5% | $79,858-75.6% |
| Participation rate | 89.9% | 58.8%+31.1pp | 72.2%+17.7pp | 69.6%+20.2pp |
| Annual return | 27.52% | 19.01%+8.5pp | 36.34%-8.8pp | 31.72%-4.2pp |
| Employer contribution / active EE | $3,042 | $1,321+130.2% | $3,705-17.9% | $2,471+23.1% |
| Participant deferral / active EE | $6,425 | $2,420+165.5% | $3,500+83.6% | $3,740+71.8% |
| Admin fee / account holder | $27 | $3,984-99.3% | $6,685-99.6% | $5,306-99.5% |