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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,708 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,748 | $62,686+86.2% | $178,540-34.6% | $77,736+50.2% |
| Participation rate | 99.0% | 66.9%+32.2pp | 77.1%+21.9pp | 70.6%+28.5pp |
| Annual return | 16.08% | 16.16%-0.1pp | 27.15%-11.1pp | 31.26%-15.2pp |
| Employer contribution / active EE | $6,090 | $1,914+218.3% | $3,953+54.1% | $2,728+123.3% |
| Participant deferral / active EE | $9,709 | $4,224+129.9% | $6,281+54.6% | $4,651+108.8% |
| Admin fee / account holder | $257 | $386-33.4% | $10,424-97.5% | $433-40.6% |