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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
Filed as: TORILLO & ASSOCIATES, LLC Service code 10 · EIN 83-0414789 | Accounting | $6,250 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,024 | $67,512-49.6% | $185,854-81.7% | $93,010-63.4% |
| Participation rate | 88.9% | 67.1%+21.8pp | 81.7%+7.2pp | 73.9%+15.0pp |
| Annual return | 16.46% | 21.04%-4.6pp | 122.12%-105.7pp | 158.70%-142.2pp |
| Employer contribution / active EE | $594 | $1,783-66.7% | $5,169-88.5% | $2,705-78.0% |
| Participant deferral / active EE | $3,635 | $3,035+19.7% | $5,569-34.7% | $4,561-20.3% |
| Admin fee / account holder | $10 | $318-96.9% | $16,246-99.9% | $152-93.4% |