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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $191,250 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$121,108 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,655 | $62,723+133.8% | $142,898+2.6% | $86,821+68.9% |
| Participation rate | 91.0% | 62.6%+28.4pp | 72.0%+19.0pp | 72.3%+18.7pp |
| Annual return | 18.71% | 17.62%+1.1pp | 5639.64%-5620.9pp | 97.94%-79.2pp |
| Employer contribution / active EE | $3,301 | $1,627+102.9% | $4,146-20.4% | $2,406+37.2% |
| Participant deferral / active EE | $10,240 | $3,039+237.0% | $3,838+166.8% | $4,132+147.8% |
| Admin fee / account holder | $86 | $140-38.7% | $6,560-98.7% | $170-49.6% |