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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $102,632 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 27 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $71,546 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $27,428 |
CROWE LLP1 year Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $18,330 |
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 | $78,344 | $86,338-9.3% | $91,994-14.8% | $77,775+0.7% |
| Participation rate | 91.5% | 82.9%+8.6pp | 78.6%+12.9pp | 73.2%+18.3pp |
| Annual return | 32.11% | 29.65%+2.5pp | 69.04%-36.9pp | 32.58%-0.5pp |
| Employer contribution / active EE | $2,736 | $2,988-8.4% | $3,453-20.8% | $2,504+9.3% |
| Participant deferral / active EE | $9,017 | $6,908+30.5% | $5,924+52.2% | $3,966+127.4% |
| Admin fee / account holder | $285 | $79+259.1% | $7,744-96.3% | $100+184.7% |