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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $62,767 |
Filed as: MORGAN STANLEY Service code 19 · EIN 51-0116113 | Securities Custodian | $55,433 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 13.58% | 9.18%+4.4pp | 380.66%-367.1pp | 9.29%+4.3pp |
| Employer contribution / active EE | $1,242 | $20,046-93.8% | $45,083-97.2% | $15,168-91.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |