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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 13 · EIN 04-3157927 | Contract Administrator | $8,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,645 | $47,766-56.8% | $82,706-75.0% | $64,814-68.1% |
| Participation rate | 41.5% | 67.7%-26.2pp | 72.6%-31.1pp | 71.5%-30.0pp |
| Annual return | -16.47% | -13.06%-3.4pp | 701.76%-718.2pp | 32.84%-49.3pp |
| Employer contribution / active EE | $816 | $2,182-62.6% | $3,007-72.9% | $2,507-67.4% |
| Participant deferral / active EE | $1,657 | $3,332-50.3% | $4,394-62.3% | $4,310-61.6% |
| Admin fee / account holder | $31 | $143-78.6% | $5,329-99.4% | $188-83.7% |