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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Participants) | $47,888 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,149 |
Filed as: GRAYSTONE CONSULTING Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $17,875 |
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 | $89,187 | $65,592+36.0% | $90,161-1.1% | $69,631+28.1% |
| Participation rate | 84.5% | 77.6%+6.9pp | 76.9%+7.7pp | 70.7%+13.9pp |
| Annual return | 21.96% | 57.10%-35.1pp | 34.89%-12.9pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $2,220 | $2,193+1.2% | $3,318-33.1% | $2,032+9.2% |
| Participant deferral / active EE | $7,450 | $5,257+41.7% | $5,287+40.9% | $3,224+131.1% |
| Admin fee / account holder | $208 | $86+143.3% | $5,943-96.5% | $110+88.7% |