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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $39,530 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $32,838 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK ROAD · WILLISTON, VT 05495 | Contract Administrator | $12,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,087 | $50,199+9.7% | $69,890-21.2% | $66,949-17.7% |
| Participation rate | 93.0% | 66.3%+26.7pp | 70.5%+22.6pp | 69.8%+23.2pp |
| Annual return | -14.35% | -13.85%-0.5pp | 190.84%-205.2pp | 1.57%-15.9pp |
| Employer contribution / active EE | $2,187 | $1,864+17.3% | $2,560-14.6% | $2,545-14.1% |
| Participant deferral / active EE | $4,277 | $3,112+37.4% | $3,848+11.1% | $4,239+0.9% |
| Admin fee / account holder | $293 | $600-51.2% | $6,267-95.3% | $594-50.7% |