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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $6,594 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $5,467 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,675 | $34,932+342.8% | $56,441+174.0% | $74,546+107.5% |
| Participation rate | 72.7% | 32.9%+39.8pp | 52.5%+20.2pp | 67.2%+5.5pp |
| Annual return | 11.72% | 24.90%-13.2pp | 1704.21%-1692.5pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,785 | $608+193.4% | $1,039+71.8% | $2,624-32.0% |
| Participant deferral / active EE | $5,044 | $1,173+330.1% | $1,953+158.3% | $4,347+16.0% |
| Admin fee / account holder | $62 | $2,359-97.4% | $2,829-97.8% | $1,944-96.8% |