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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 | Investment Management | $62,649 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 17 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Pension Consulting | $9,175 |
STANISKY & COMPANY CPA7 years Service code 10 · EIN 25-1673537 2550 LEECHBURG RD · LOWER BURRELL, PA 15068 | Accounting | $9,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 28 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Investment Management | $2,581 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,851 |
MORGAN STANLEY SMITH BARNEY3 years Service code 28 · EIN 20-8764829 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,386 | $59,456+299.3% | $93,669+153.4% | $74,429+218.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 16.23% | 82.00%-65.8pp | 133.59%-117.4pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $8,750 | $1,266+591.2% | $2,424+261.0% | $2,625+233.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $128 | $3,026-95.8% | $8,291-98.5% | $1,944-93.4% |