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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD SLIP REGISTERED INVEST ADVISOR Service code 27 40 WALL STREET FLOOR 28 · NEW YORK, NY 10005 | Advisory (Plan) | $55,000 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $53,710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,545 | $89,123+10.6% | $102,460-3.8% | $77,762+26.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 15.24% | 25.05%-9.8pp | 29.47%-14.2pp | 31.27%-16.0pp |
| Employer contribution / active EE | $2,373 | $2,700-12.1% | $3,025-21.6% | $2,728-13.0% |
| Participant deferral / active EE | $7,481 | $5,148+45.3% | $5,056+48.0% | $4,651+60.9% |
| Admin fee / account holder | $162 | $236-31.2% | $9,460-98.3% | $433-62.5% |