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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 | $66,459+325.5% | $81,286+247.9% | $77,714+263.9% |
| Participation rate | 72.9% | 68.7%+4.1pp | 69.5%+3.3pp | 70.6%+2.3pp |
| Annual return | 14.68% | 15.95%-1.3pp | 24.80%-10.1pp | 31.26%-16.6pp |
| Employer contribution / active EE | $3,745 | $2,156+73.7% | $2,463+52.1% | $2,727+37.4% |
| Participant deferral / active EE | $6,453 | $3,674+75.6% | $3,883+66.2% | $4,649+38.8% |
| Admin fee / account holder | $181 | $585-69.0% | $5,764-96.9% | $433-58.2% |