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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $13,019 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,733 |
ROBERTSON & ROBERTSON, PLLC2 years Filed as: ROBERTSON GROUP Service code 16 41 S HIGH STREET · COLUMBUS, OH 43215 | Consulting | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,339 | $99,957+47.4% | $149,745-1.6% | $73,497+100.5% |
| Participation rate | 89.3% | 75.7%+13.6pp | 82.5%+6.8pp | 70.7%+18.6pp |
| Annual return | 53.20% | 53.87%-0.7pp | 276.72%-223.5pp | 28.51%+24.7pp |
| Employer contribution / active EE | $2,186 | $3,191-31.5% | $4,646-53.0% | $2,270-3.7% |
| Participant deferral / active EE | $9,819 | $6,073+61.7% | $6,843+43.5% | $3,740+162.5% |
| Admin fee / account holder | $106 | $551-80.7% | $9,312-98.9% | $513-79.3% |