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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

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Reference Point

Annual benchmarking report that provides trend analysis and expert commentary you can use to take advantage of emerging best practices and improve plan effectiveness.

T. Rowe Price

Background

  • T. Rowe Price’s recordkeeping database is a comprehensive proprietary database of U.S. defined contribution plan sponsor and participant information.
  • This report is based on data of U.S. corporate defined contribution plans (401(k), 457 plans):
        
        –Total: 643 plans and 1.7 million participants
        –Plans over $500 million: 58 plans and 1.0 million participants
  • Data are as of December 31, 2016, unless otherwise noted. Figures throughout report are shown in U.S. dollars.
  • Note: Analysis excludes plans sponsored by tax-exempt entities, nonqualified plans, and the T. Rowe Price defined contribution plan. 

Plans Over $500M—by Industry

As of December 31, 2016 

Plans By Industry

Industry Number of Plans
Accommodation and Food Services 2
Administrative and Support and Waste Management and Remediation Services 2
Agriculture, Forestry, and Fishing and Hunting 1
Construction 1
Finance and Insurance 3
Health Care and Social Assistance 3
Manufacturing 14
Professional, Scientific, and Technical Services 8
Public Administration 5
Retail Trade 6
Transportation and Warehousing 6
Utilities 6
Wholesale Trade 4

Source: T. Rowe Price Reference Point study of 58 plans over $500M, as of December 31, 2016.


Reference Point

Annual Benchmarking Report

Annual Benchmarking Report

T. Rowe Price Investment Services, Inc.

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201705-155620