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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $42,755 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $19,467 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,625 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $10,531 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 3.57% | 4.65%-1.1pp | 4.07%-0.5pp | 11.88%-8.3pp |
| Employer contribution / active EE | $3,014 | $13,858-78.2% | $45,149-93.3% | $14,612-79.4% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |