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| Provider | Service type | Compensation |
|---|---|---|
ROBERTS & HOLLAND1+ years Filed as: ROBERTS AND HOLLAND LLP Service code 29 · EIN 13-1833405 | Legal | $19,885 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 26-4310632 | Investment Management | $10,115 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | 0.66% | -1.30%+2.0pp | -1.68%+2.3pp | -7.14%+7.8pp |
| Employer contribution / active EE | $0 | $17,978-100.0% | $44,959-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |