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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 16 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Consulting | $22,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $7,500 |
MCSOLEY MCCOY & CO1+ years Filed as: MCSOLEY MCCOY AND CO Service code 10 118 TILLEY DR, SUITE 202 · SOUTH BURLINGTON, VT 05403 | Accounting | $7,150 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $115 |
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 | $104,839 | $57,108+83.6% | $94,229+11.3% | $52,331+100.3% |
| Participation rate | 91.1% | 72.9%+18.1pp | 78.8%+12.3pp | 68.1%+23.0pp |
| Annual return | -0.25% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,692 | $1,735+55.1% | $3,587-24.9% | $1,882+43.1% |
| Participant deferral / active EE | $2,973 | $3,040-2.2% | $4,320-31.2% | $3,022-1.6% |
| Admin fee / account holder | $163 | $546-70.1% | $6,269-97.4% | $592-72.4% |