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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $27,695 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 855 FRANKLIN AVENUE · GARDEN CITY, NY 115304548 | Advisory (Plan) | $20,400 |
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 | $27,891 | $58,895-52.6% | $178,503-84.4% | $73,497-62.1% |
| Participation rate | 77.4% | 66.2%+11.2pp | 81.9%-4.5pp | 70.7%+6.8pp |
| Annual return | 15.08% | 24.86%-9.8pp | 151.12%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,260 | $2,236-43.6% | $5,011-74.9% | $2,270-44.5% |
| Participant deferral / active EE | $2,231 | $2,567-13.1% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $189 | $400-52.8% | $13,987-98.6% | $513-63.2% |