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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $74,578 |
MICHAEL BRADY5+ years Service code 14 · EIN 14-1437195 | Plan Administrator | $27,522 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $17,750 |
POZEFSKY, BRAMLEY & MURPHY5+ years Filed as: POZEFSKY, BRAMELY & MURPHY Service code 29 · EIN 14-1601487 | Legal | $12,298 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $7,860 |
WRIGHT INVESTORS SERVICE5+ years Filed as: WRIGHT INVESTORS' SERVICE Service code 28 · EIN 06-1444342 | Investment Management | $7,213 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,553 | $52,722-72.4% | $90,430-83.9% | $73,412-80.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | -2.69% | 20.70%-23.4pp | 1293.73%-1296.4pp | 59.30%-62.0pp |
| Employer contribution / active EE | $2,096 | $1,872+12.0% | $3,262-35.7% | $2,234-6.1% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,963-100.0% | $3,806-100.0% |
| Admin fee / account holder | $192 | $117+64.6% | $5,613-96.6% | $158+21.8% |