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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $115,745 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Consulting | $79,985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,441 | $115,744+0.6% | $100,415+16.0% | $200,096-41.8% |
| Participation rate | 94.4% | 85.7%+8.8pp | 81.5%+12.9pp | 72.0%+22.4pp |
| Annual return | 14.58% | 17.79%-3.2pp | 49.47%-34.9pp | 34.26%-19.7pp |
| Employer contribution / active EE | $3,555 | $3,657-2.8% | $3,943-9.8% | $3,038+17.0% |
| Participant deferral / active EE | $13,070 | $9,844+32.8% | $8,091+61.5% | $5,090+156.8% |
| Admin fee / account holder | $220 | $93+137.2% | $7,906-97.2% | $269-18.2% |