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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) | $54,990 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $724 |
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 | $105,870 | $185,342-42.9% | $111,308-4.9% | $86,821+21.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 12.53% | 500.80%-488.3pp | 54.67%-42.1pp | 97.94%-85.4pp |
| Employer contribution / active EE | $2,266 | $2,246+0.9% | $2,732-17.1% | $2,406-5.8% |
| Participant deferral / active EE | $7,544 | $4,458+69.2% | $4,487+68.1% | $4,132+82.6% |
| Admin fee / account holder | $121 | $255-52.8% | $7,965-98.5% | $170-28.9% |