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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 | $30,421+408.4% | $56,077+175.8% | $74,429+107.8% |
| Participation rate | 72.7% | 32.9%+39.8pp | 52.5%+20.2pp | 67.2%+5.5pp |
| Annual return | 11.72% | 24.94%-13.2pp | 1709.28%-1697.6pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $1,785 | $610+192.8% | $1,040+71.6% | $2,625-32.0% |
| Participant deferral / active EE | $5,044 | $1,175+329.3% | $1,954+158.2% | $4,348+16.0% |
| Admin fee / account holder | $62 | $2,363-97.4% | $2,825-97.8% | $1,944-96.8% |