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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $26,764 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,850 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $1,915 |
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 | $139,442 | $88,324+57.9% | $115,038+21.2% | $55,191+152.7% |
| Participation rate | 80.1% | 72.5%+7.6pp | 81.4%-1.2pp | 69.2%+11.0pp |
| Annual return | 0.72% | 6.30%-5.6pp | 26.14%-25.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $3,063 | $2,805+9.2% | $4,608-33.5% | $1,899+61.3% |
| Participant deferral / active EE | $6,369 | $5,042+26.3% | $6,026+5.7% | $3,046+109.1% |
| Admin fee / account holder | $43 | $105-59.6% | $8,175-99.5% | $91-53.1% |