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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,799 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,992 |
Filed as: CHARLES SCHWAB Service code 26 · EIN 94-1737782 | Advisory (Participants) | $811 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $279 |
Service code 59 | Shareholder Servicing | $0 |
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 | $154,240 | $80,177+92.4% | $123,894+24.5% | $57,658+167.5% |
| Participation rate | 83.2% | 74.4%+8.8pp | 81.4%+1.8pp | 70.2%+13.0pp |
| Annual return | 7.12% | 17.90%-10.8pp | 47.52%-40.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,746 | $2,913+28.6% | $4,617-18.9% | $1,974+89.8% |
| Participant deferral / active EE | $6,504 | $5,130+26.8% | $5,984+8.7% | $3,061+112.5% |
| Admin fee / account holder | $45 | $106-57.8% | $8,357-99.5% | $95-52.6% |