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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 | Recordkeeping Fees | $21,149 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,669 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,038 |
OTHER1 year Service code 99 | Other Fees | -$14,675 |
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 | $20,059 | $71,534-72.0% | $98,462-79.6% | $71,529-72.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 17.33% | 32.44%-15.1pp | 21.17%-3.8pp | 28.97%-11.6pp |
| Employer contribution / active EE | $1,645 | $2,399-31.4% | $3,049-46.0% | $2,590-36.5% |
| Participant deferral / active EE | $3,351 | $4,109-18.4% | $4,738-29.3% | $4,291-21.9% |
| Admin fee / account holder | $92 | $1,677-94.5% | $8,875-99.0% | $1,588-94.2% |