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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,417 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $19,767 |
JGD & ASSOCIATES LLP3 years Service code 10 · EIN 95-3132551 | Accounting | $10,250 |
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 | $12,688 | $42,367-70.1% | $79,580-84.1% | $64,819-80.4% |
| Participation rate | 93.9% | 64.7%+29.2pp | 69.5%+24.4pp | 71.5%+22.4pp |
| Annual return | -9.98% | -12.23%+2.3pp | 0.15%-10.1pp | 32.84%-42.8pp |
| Employer contribution / active EE | $336 | $1,181-71.6% | $2,413-86.1% | $2,507-86.6% |
| Participant deferral / active EE | $3,256 | $3,170+2.7% | $3,985-18.3% | $4,311-24.5% |
| Admin fee / account holder | $118 | $160-26.1% | $6,835-98.3% | $188-37.2% |