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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $1,880 |
Service code 49 | Other Services | $30 |
Service code 27 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INS SVCS INC Service code 15 · EIN 51-0116113 | Recordkeeping | $0 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGCY INC Service code 15 · EIN 13-2896238 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,246 | $101,883-42.8% | $453,369-87.2% | $85,850-32.2% |
| Participation rate | 60.5% | 72.3%-11.8pp | 78.0%-17.5pp | 69.3%-8.8pp |
| Annual return | 11.06% | 25.38%-14.3pp | 64.40%-53.3pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,704 | $2,847-40.1% | $4,070-58.1% | $2,565-33.6% |
| Participant deferral / active EE | $3,360 | $4,782-29.7% | $6,209-45.9% | $3,952-15.0% |
| Admin fee / account holder | $20 | $5,706-99.6% | $11,209-99.8% | $6,260-99.7% |