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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 13 · EIN 04-3157927 | Contract Administrator | $5,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,140 | $52,722-75.1% | $90,440-85.5% | $73,412-82.1% |
| Participation rate | 60.9% | 67.7%-6.8pp | 72.7%-11.7pp | 72.2%-11.2pp |
| Annual return | 0.00% | 20.70%-20.7pp | 1294.38%-1294.4pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1,014 | $1,872-45.8% | $3,263-68.9% | $2,234-54.6% |
| Participant deferral / active EE | $736 | $2,810-73.8% | $3,964-81.4% | $3,806-80.7% |
| Admin fee / account holder | $14 | $117-87.8% | $5,615-99.7% | $158-91.0% |