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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,718 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $17,646 |
JGD & ASSOCIATES LLP1 year Filed as: JGD & ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $10,818 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,461 | $50,956-67.7% | $96,575-83.0% | $86,813-81.0% |
| Participation rate | 85.1% | 65.2%+19.9pp | 69.8%+15.3pp | 72.3%+12.8pp |
| Annual return | 16.36% | 21.27%-4.9pp | 37.79%-21.4pp | 97.93%-81.6pp |
| Employer contribution / active EE | $307 | $1,111-72.4% | $2,357-87.0% | $2,406-87.2% |
| Participant deferral / active EE | $3,060 | $2,954+3.6% | $3,849-20.5% | $4,131-25.9% |
| Admin fee / account holder | $147 | $166-11.4% | $6,182-97.6% | $170-13.2% |