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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $596,859 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,984 | $67,505+163.7% | $81,367+118.7% | $67,505+163.7% |
| Participation rate | 97.4% | 71.2%+26.2pp | 82.3%+15.1pp | 71.2%+26.2pp |
| Annual return | -5.27% | 6.52%-11.8pp | -0.92%-4.3pp | 6.52%-11.8pp |
| Employer contribution / active EE | $2,044 | $2,173-5.9% | $3,930-48.0% | $2,173-5.9% |
| Participant deferral / active EE | $7,217 | $3,597+100.7% | $5,383+34.1% | $3,597+100.7% |
| Admin fee / account holder | $62 | $56+11.1% | $8,926-99.3% | $56+11.1% |