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| Provider | Service type | Compensation |
|---|---|---|
Filed as: B RILEY WEALTH MANAGEMENT Service code 27 · EIN 62-1518255 | Advisory (Plan) | $23,326 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $8,463 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,791 | $79,519+16.7% | $95,964-3.3% | $73,412+26.4% |
| Participation rate | 46.0% | 81.2%-35.2pp | 77.1%-31.1pp | 72.2%-26.2pp |
| Annual return | 20.23% | 19.20%+1.0pp | 91.64%-71.4pp | 59.30%-39.1pp |
| Employer contribution / active EE | $1,537 | $2,048-25.0% | $2,541-39.5% | $2,234-31.2% |
| Participant deferral / active EE | $2,549 | $4,138-38.4% | $4,167-38.8% | $3,806-33.0% |
| Admin fee / account holder | $286 | $184+55.0% | $6,797-95.8% | $158+80.9% |