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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $150,326 |
ACRISURE1 year Service code 11 · EIN 92-3652116 | Actuarial | $112,500 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $17,160 |
Service code 14 · EIN 27-2517292 | Plan Administrator | $5,030 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 1.19% | 8.76%-7.6pp | 148.65%-147.5pp | 8.76%-7.6pp |
| Employer contribution / active EE | $2,853 | $16,650-82.9% | $26,844-89.4% | $16,650-82.9% |
| Participant deferral / active EE | $0 | $948-100.0% | $63-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |