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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $30,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,934 | $83,045+72.1% | $130,045+9.9% | $71,511+99.9% |
| Participation rate | 74.0% | 74.1%-0.1pp | 78.5%-4.5pp | 67.9%+6.1pp |
| Annual return | 14.82% | 20.61%-5.8pp | -137.30%+152.1pp | 28.86%-14.0pp |
| Employer contribution / active EE | $3,286 | $2,623+25.3% | $4,321-23.9% | $2,589+26.9% |
| Participant deferral / active EE | $6,975 | $4,436+57.3% | $5,820+19.8% | $4,291+62.6% |
| Admin fee / account holder | $8 | $1,727-99.5% | $10,600-99.9% | $1,588-99.5% |