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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 | $30,423+408.4% | $56,025+176.1% | $74,478+107.7% |
| Participation rate | 72.7% | 32.9%+39.8pp | 52.5%+20.2pp | 67.2%+5.5pp |
| Annual return | 11.72% | 24.97%-13.2pp | 1712.69%-1701.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,785 | $610+192.5% | $1,042+71.4% | $2,626-32.0% |
| Participant deferral / active EE | $5,044 | $1,176+328.8% | $1,955+158.1% | $4,350+16.0% |
| Admin fee / account holder | $62 | $2,363-97.4% | $2,828-97.8% | $1,946-96.8% |