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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,263 |
THE BENEFIT ADVANTAGE, INC.3 years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 3497 AUBURN RD · AUBURN HILLS, MI 48326 | Contract Administrator | $1,600 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,393 | $101,672-53.4% | $147,117-67.8% | $74,478-36.4% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.2%+5.0pp | 67.2%+20.0pp |
| Annual return | 18.07% | 8757.83%-8739.8pp | 420.54%-402.5pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $2,466 | $3,813-35.3% | $4,932-50.0% | $2,626-6.1% |
| Participant deferral / active EE | $5,079 | $7,305-30.5% | $8,065-37.0% | $4,350+16.7% |
| Admin fee / account holder | $268 | $1,753-84.7% | $12,993-97.9% | $1,946-86.2% |