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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,521 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $7,034 |
JGD & ASSOCIATES LLP1 year Service code 10 · EIN 95-3132551 | Accounting | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,515 | $54,573-66.1% | $90,970-79.6% | $73,497-74.8% |
| Participation rate | 85.4% | 61.2%+24.3pp | 69.0%+16.4pp | 70.7%+14.8pp |
| Annual return | 11.89% | 16.69%-4.8pp | 134.60%-122.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $282 | $991-71.5% | $2,122-86.7% | $2,270-87.6% |
| Participant deferral / active EE | $2,656 | $2,517+5.5% | $3,373-21.2% | $3,740-29.0% |
| Admin fee / account holder | $295 | $521-43.3% | $5,961-95.0% | $513-42.4% |