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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 19 · EIN 51-0116113 | Securities Custodian | $63,841 |
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $36,726 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $27,560 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 15.22% | 7.78%+7.4pp | 8.04%+7.2pp | 8.21%+7.0pp |
| Employer contribution / active EE | $2,917 | $18,545-84.3% | $42,698-93.2% | $13,837-78.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |