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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Service code 49 · EIN 94-1737782 | Other Services | $2,200 |
UBS FINANCIAL SERVICES INC5 years Service code 65 · EIN 13-2638166 | Account Maintenance | $242 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,155 | $80,763+48.8% | $102,412+17.3% | $74,459+61.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.71% | 27.57%-17.9pp | 24.94%-15.2pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $9,937 | $3,160+214.5% | $3,870+156.8% | $2,626+278.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |