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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $187,841 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Consulting | $76,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,290 | $103,918-1.6% | $94,679+8.0% | $80,149+27.6% |
| Participation rate | 95.7% | 85.8%+9.9pp | 80.8%+14.9pp | 72.9%+22.8pp |
| Annual return | 18.56% | 27.77%-9.2pp | 156.75%-138.2pp | 40.39%-21.8pp |
| Employer contribution / active EE | $3,607 | $3,539+1.9% | $3,673-1.8% | $2,977+21.1% |
| Participant deferral / active EE | $12,486 | $9,528+31.0% | $7,417+68.3% | $5,015+149.0% |
| Admin fee / account holder | $270 | $96+179.7% | $7,233-96.3% | $145+86.1% |