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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN SECURITIES LLC Service code 99 | Other Fees | $84,258 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 99 · EIN 13-1411099 | Other Fees | $22,003 |
THE BENEFIT PRACTICE6 years Service code 15 · EIN 13-4144565 | Recordkeeping | $21,988 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN SECURITIES, LLC Service code 99 · EIN 13-4110995 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. & Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,507 | $45,022-7.8% | $85,240-51.3% | $200,096-79.3% |
| Participation rate | 22.0% | 45.8%-23.8pp | 67.5%-45.5pp | 72.0%-50.0pp |
| Annual return | 25.69% | 21.00%+4.7pp | 66.75%-41.1pp | 34.26%-8.6pp |
| Employer contribution / active EE | $574 | $1,374-58.2% | $2,735-79.0% | $3,038-81.1% |
| Participant deferral / active EE | $1,880 | $2,682-29.9% | $4,527-58.5% | $5,090-63.1% |
| Admin fee / account holder | $19 | $585-96.8% | $6,165-99.7% | $269-93.1% |