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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 | Other Commissions | $75,661 |
GRASSI & CO1 year Filed as: GRASSI & CO. Service code 10 · EIN 11-0326657 | Accounting | $5,717 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $5,540 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,935 |
Service code 60 | Sub-TA Fees | $0 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 | Finders' fees / placement fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,305 | $65,820+49.4% | $108,745-9.6% | $57,658+70.5% |
| Participation rate | 76.6% | 72.7%+3.9pp | 77.7%-1.1pp | 70.2%+6.4pp |
| Annual return | 11.60% | 21.32%-9.7pp | 46.22%-34.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $4,019 | $2,285+75.9% | $3,323+21.0% | $1,974+103.6% |
| Participant deferral / active EE | $11,384 | $3,578+218.2% | $5,121+122.3% | $3,061+272.0% |
| Admin fee / account holder | $32 | $91-65.4% | $6,144-99.5% | $95-66.6% |