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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 11 TWO JERICHO PLAZA · JERICHO, NY 11753 | Actuarial | $37,803 |
CORRELL CO.10+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $19,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,698 | $101,591-21.6% | $147,096-45.8% | $74,429+7.1% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.2%-4.3pp | 67.2%+10.6pp |
| Annual return | 16.34% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $2,857 | $3,813-25.1% | $4,936-42.1% | $2,625+8.8% |
| Participant deferral / active EE | $7,849 | $7,302+7.5% | $8,071-2.8% | $4,348+80.5% |
| Admin fee / account holder | $251 | $1,750-85.6% | $13,005-98.1% | $1,944-87.1% |