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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT Service code 27 · EIN 20-8764829 | Advisory (Plan) | $86,250 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,472 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,222 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,343 | $58,969+166.8% | $129,406+21.6% | $77,762+102.3% |
| Participation rate | 95.0% | 59.5%+35.6pp | 69.6%+25.4pp | 70.6%+24.4pp |
| Annual return | 16.05% | 24.78%-8.7pp | 9468.18%-9452.1pp | 31.27%-15.2pp |
| Employer contribution / active EE | $3,640 | $1,959+85.8% | $4,155-12.4% | $2,728+33.4% |
| Participant deferral / active EE | $11,669 | $3,224+261.9% | $4,167+180.0% | $4,651+150.9% |
| Admin fee / account holder | $140 | $593-76.4% | $7,689-98.2% | $433-67.7% |