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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 | $58,859+167.3% | $129,397+21.6% | $77,714+102.5% |
| Participation rate | 95.0% | 59.3%+35.7pp | 69.6%+25.4pp | 70.6%+24.4pp |
| Annual return | 16.05% | 24.74%-8.7pp | 9453.98%-9437.9pp | 31.26%-15.2pp |
| Employer contribution / active EE | $3,640 | $1,952+86.4% | $4,154-12.4% | $2,727+33.5% |
| Participant deferral / active EE | $11,669 | $3,215+262.9% | $4,167+180.0% | $4,649+151.0% |
| Admin fee / account holder | $140 | $591-76.4% | $7,679-98.2% | $433-67.8% |