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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENBUSH FINANCIAL GROUP Service code 27 | Advisory (Plan) | $54,362 |
COMPASS3603 years Filed as: COMPASS360 LLC Service code 13 · EIN 81-1939215 | Contract Administrator | $6,085 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVEST HOLDINGS Service code 64 | Recordkeeping Fees | $1,405 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,019 | $58,888+76.6% | $178,498-41.7% | $73,493+41.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 0.54% | 24.86%-24.3pp | 151.09%-150.6pp | 28.51%-28.0pp |
| Employer contribution / active EE | $9,698 | $2,236+333.7% | $5,011+93.5% | $2,270+327.2% |
| Participant deferral / active EE | $4,931 | $2,568+92.0% | $5,202-5.2% | $3,740+31.9% |
| Admin fee / account holder | $284 | $400-29.0% | $13,985-98.0% | $513-44.6% |