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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,255 | $39,245-58.6% | $64,105-74.6% | $52,331-68.9% |
| Participation rate | 78.8% | 58.2%+20.6pp | 68.2%+10.7pp | 68.1%+10.7pp |
| Annual return | 3.61% | 14.79%-11.2pp | 791.24%-787.6pp | 4.54%-0.9pp |
| Employer contribution / active EE | $962 | $736+30.6% | $1,820-47.2% | $1,882-48.9% |
| Participant deferral / active EE | $1,556 | $1,992-21.9% | $2,822-44.9% | $3,022-48.5% |
| Admin fee / account holder | $7 | $592-98.8% | $4,499-99.8% | $592-98.8% |