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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $57,361 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,471 |
DAVIS1 year Filed as: DCPAS, LLC DBA DAVIS & COMPANY CPAS Service code 10 · EIN 82-4158464 P.O. BOX 1552 · MOUNT PLEASANT, SC 29465 | Accounting | $25,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,471 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,796 | $66,486+325.3% | $81,370+247.5% | $77,762+263.7% |
| Participation rate | 72.9% | 68.7%+4.1pp | 69.5%+3.3pp | 70.6%+2.3pp |
| Annual return | 14.68% | 15.95%-1.3pp | 24.85%-10.2pp | 31.27%-16.6pp |
| Employer contribution / active EE | $3,745 | $2,158+73.6% | $2,464+52.0% | $2,728+37.3% |
| Participant deferral / active EE | $6,453 | $3,677+75.5% | $3,885+66.1% | $4,651+38.7% |
| Admin fee / account holder | $181 | $586-69.1% | $5,749-96.8% | $433-58.2% |