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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $24,955 |
PRENGER & PROFITT, LLC1 year Filed as: PRENGER & PROFITT LLC Service code 13 3445 S DIXIE DR STE 130 · MORAINE, OH 45439 | Contract Administrator | $7,750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,275 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $97,619 | $67,703+44.2% | $127,803-23.6% | $65,186+49.8% |
| Participation rate | 88.6% | 74.5%+14.1pp | 79.0%+9.6pp | 70.2%+18.4pp |
| Annual return | 20.33% | 24.36%-4.0pp | 26.14%-5.8pp | 29.39%-9.1pp |
| Employer contribution / active EE | $2,846 | $3,724-23.6% | $4,576-37.8% | $2,177+30.7% |
| Participant deferral / active EE | $2,922 | $4,787-39.0% | $6,023-51.5% | $3,514-16.8% |
| Admin fee / account holder | $268 | $618-56.6% | $9,399-97.1% | $847-68.3% |