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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,117 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $21,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,076 | $53,344+170.1% | $121,210+18.9% | $74,473+93.5% |
| Participation rate | 94.8% | 60.0%+34.8pp | 69.5%+25.3pp | 70.7%+24.1pp |
| Annual return | 21.32% | 35.15%-13.8pp | 987.41%-966.1pp | 34.36%-13.0pp |
| Employer contribution / active EE | $4,384 | $1,898+131.0% | $4,171+5.1% | $2,638+66.2% |
| Participant deferral / active EE | $14,181 | $3,220+340.4% | $4,084+247.3% | $4,530+213.0% |
| Admin fee / account holder | $99 | $382-74.1% | $5,647-98.2% | $347-71.5% |