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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,638 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $119 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,615 | $73,102-37.6% | $123,552-63.1% | $56,287-19.0% |
| Participation rate | 96.3% | 74.3%+21.9pp | 82.3%+14.0pp | 69.9%+26.4pp |
| Annual return | -7.44% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $13,977 | $2,977+369.5% | $4,628+202.0% | $2,111+562.1% |
| Participant deferral / active EE | $3,431 | $5,423-36.7% | $6,426-46.6% | $3,350+2.4% |
| Admin fee / account holder | $7 | $554-98.8% | $9,285-99.9% | $521-98.7% |