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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Direct payment fr... | $24,540 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 855 FRANKLIN AVENUE · GARDEN CITY, NY 115304548 | Advisory (Plan) | $18,122 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,326 | $62,928-64.5% | $172,753-87.1% | $67,582-67.0% |
| Participation rate | 71.0% | 64.5%+6.5pp | 82.6%-11.7pp | 71.3%-0.3pp |
| Annual return | 20.88% | 30.36%-9.5pp | 803.00%-782.1pp | 378.57%-357.7pp |
| Employer contribution / active EE | $955 | $1,636-41.6% | $5,144-81.4% | $2,148-55.5% |
| Participant deferral / active EE | $1,643 | $2,145-23.4% | $5,198-68.4% | $3,539-53.6% |
| Admin fee / account holder | $166 | $167-0.6% | $13,956-98.8% | $142+16.4% |