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| Provider | Service type | Compensation |
|---|---|---|
SAMET & COMPANY PC3 years Filed as: SAMET & COMPANY, PC Service code 99 · EIN 04-3027605 | Other Fees | $5,000 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,537 |
Service code 99 · EIN 04-2530412 | Other Fees | $692 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $250 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $59 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,606 | $88,122-27.8% | $141,197-55.0% | $67,582-5.9% |
| Participation rate | 95.1% | 76.5%+18.6pp | 82.5%+12.6pp | 71.3%+23.8pp |
| Annual return | 29.17% | 75.40%-46.2pp | 71.41%-42.2pp | 378.57%-349.4pp |
| Employer contribution / active EE | $3,286 | $3,224+1.9% | $4,736-30.6% | $2,148+53.0% |
| Participant deferral / active EE | $6,601 | $5,958+10.8% | $6,710-1.6% | $3,539+86.5% |
| Admin fee / account holder | $45 | $131-65.6% | $10,265-99.6% | $142-68.4% |