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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 28 PO BOX 17215 · BALTIMORE, MD 212971215 | Investment Management | $28,798 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 1 FINANCIAL PLAZA · PROVIDENCE, RI 02903 | Investment Management | $25,615 |
Participant contribution per participant 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 | $35,813 | $45,343-21.0% | $150,298-76.2% | $67,986-47.3% |
| Participation rate | 97.7% | 51.9%+45.9pp | 77.8%+20.0pp | 57.2%+40.5pp |
| Annual return | 15.16% | 33.28%-18.1pp | 62.79%-47.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $3,172 | $1,462+117.0% | $4,154-23.6% | $2,019+57.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $286 | $2,250-87.3% | $14,116-98.0% | $3,203-91.1% |