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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $7,500 |
Filed as: ROBERTSON GROUP Service code 16 41 S HIGH STREET · COLUMBUS, OH 43215 | Consulting | $7,500 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,340 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,544 | $89,652+28.9% | $141,197-18.2% | $65,186+77.3% |
| Participation rate | 74.4% | 74.7%-0.3pp | 82.5%-8.1pp | 70.2%+4.2pp |
| Annual return | 24.02% | 32.79%-8.8pp | 71.41%-47.4pp | 29.39%-5.4pp |
| Employer contribution / active EE | $1,291 | $3,065-57.9% | $4,736-72.7% | $2,177-40.7% |
| Participant deferral / active EE | $7,705 | $5,691+35.4% | $6,710+14.8% | $3,514+119.3% |
| Admin fee / account holder | $70 | $569-87.7% | $10,265-99.3% | $847-91.7% |