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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $29,900 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $25,332 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | -0.32% | 4.87%-5.2pp | 5.00%-5.3pp | 4.56%-4.9pp |
| Employer contribution / active EE | $12,425 | $14,613-15.0% | $35,918-65.4% | $15,526-20.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |