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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $8,855 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,867 | $75,183+92.7% | $123,894+16.9% | $55,167+162.6% |
| Participation rate | 18.7% | 72.8%-54.1pp | 81.4%-62.7pp | 69.0%-50.3pp |
| Annual return | 10.24% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,155 | $2,823-23.7% | $4,617-53.3% | $1,963+9.8% |
| Participant deferral / active EE | $7,352 | $5,084+44.6% | $5,984+22.9% | $3,054+140.7% |
| Admin fee / account holder | $78 | $663-88.2% | $8,357-99.1% | $504-84.4% |