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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 | $41,016-12.7% | $152,093-76.5% | $64,097-44.1% |
| Participation rate | 97.7% | 51.3%+46.4pp | 77.8%+20.0pp | 55.2%+42.6pp |
| Annual return | 15.16% | 39.60%-24.4pp | 66.36%-51.2pp | 34.64%-19.5pp |
| Employer contribution / active EE | $3,172 | $1,342+136.3% | $4,175-24.0% | $1,891+67.7% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $286 | $2,305-87.6% | $14,497-98.0% | $3,454-91.7% |