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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $51,322 |
MICHAEL BRADY3+ years Service code 14 · EIN 14-1437195 | Plan Administrator | $37,306 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $15,691 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $13,341 |
POZEFSKY, BRAMLEY & MURPHY3+ years Filed as: POZEFSKY, BRAMELY & MURPHY Service code 29 · EIN 14-1601487 | Legal | $12,513 |
WRIGHT INVESTORS SERVICE3+ years Filed as: WRIGHT INVESTORS' SERVICE Service code 28 · EIN 06-1444342 | Investment Management | $11,514 |
Filed as: JOSEPH MCCARTHY Service code 10 · EIN 16-1120588 | Accounting | $5,714 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,022 | $43,999-63.6% | $79,476-79.8% | $55,725-71.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 4.69% | 1.81%+2.9pp | 718.21%-713.5pp | 244.93%-240.2pp |
| Employer contribution / active EE | $1,991 | $1,830+8.8% | $2,800-28.9% | $2,078-4.2% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $187 | $118+58.8% | $5,113-96.3% | $115+62.1% |