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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $108,491 |
SAVASTA AND COMPANY, INC.7 years Filed as: SAVASTA & COMPANY, INC. Service code 14 · EIN 13-3879559 | Plan Administrator | $12,000 |
Filed as: MARRINAN AND MAZZOLA MARDON Service code 29 · EIN 13-3303633 | Legal | $5,295 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.9%-43.9pp |
| Annual return | 11.00% | 8.40%+2.6pp | 10.52%+0.5pp | 13.05%-2.0pp |
| Employer contribution / active EE | $27,234 | $31,334-13.1% | $26,756+1.8% | $37,651-27.7% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,074-100.0% |