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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $128,616 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $35,315 |
KLICHS LLP6 years Filed as: KLICHS Service code 10 · EIN 46-2608003 | Accounting | $7,000 |
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 | $41,675 | $89,465-53.4% | $165,071-74.8% | $77,736-46.4% |
| Participation rate | 93.8% | 78.6%+15.1pp | 78.6%+15.1pp | 70.6%+23.2pp |
| Annual return | 17.34% | 28.86%-11.5pp | 70.17%-52.8pp | 31.26%-13.9pp |
| Employer contribution / active EE | $2,278 | $2,565-11.2% | $4,347-47.6% | $2,728-16.5% |
| Participant deferral / active EE | $3,802 | $4,904-22.5% | $6,035-37.0% | $4,651-18.2% |
| Admin fee / account holder | $279 | $340-17.9% | $12,695-97.8% | $433-35.6% |