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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 | $101,591-53.3% | $147,096-67.8% | $74,429-36.3% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.2%+5.0pp | 67.2%+20.0pp |
| Annual return | 18.07% | 8746.45%-8728.4pp | 419.75%-401.7pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $2,466 | $3,813-35.3% | $4,936-50.0% | $2,625-6.1% |
| Participant deferral / active EE | $5,079 | $7,302-30.4% | $8,071-37.1% | $4,348+16.8% |
| Admin fee / account holder | $268 | $1,750-84.7% | $13,005-97.9% | $1,944-86.2% |