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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 BARNEY5 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,234 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,806 | $72,303+0.7% | $86,698-16.0% | $64,824+12.3% |
| Participation rate | 86.9% | 80.4%+6.5pp | 76.6%+10.3pp | 71.5%+15.4pp |
| Annual return | -15.23% | 392.77%-408.0pp | 35.96%-51.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,096 | $2,393-12.4% | $2,837-26.1% | $2,507-16.4% |
| Participant deferral / active EE | $6,870 | $4,660+47.4% | $4,656+47.5% | $4,311+59.3% |
| Admin fee / account holder | $101 | $174-41.8% | $7,492-98.6% | $188-46.1% |