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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 11036 | Advisory (Plan) | $57,289 |
HEALTHSCOPE BENEFITS1+ years Filed as: HEALTHSCOPE BENEFITS INC Service code 13 · EIN 71-0847266 P O BOX 50440 · INDIANAPOLIS, IN 462500440 | Contract Administrator | $37,090 |
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $28,054 |
K.B. PARRISH & CO. LLP1+ years Filed as: K. B. PARRISH & CO. LLP Service code 10 · EIN 35-0905983 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 462542693 | Accounting | $15,525 |
Service code 29 · EIN 35-1091323 429 EAST VERMONT ST. SUITE 200 · INDIANAPOLIS, IN 46202 | Legal | $10,973 |
Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $10,558 |
SACKRIDER & COMPANY, INC.1+ years Filed as: SACKRIDER & COMPANY Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $9,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,351 | $57,921+24.9% | $84,753-14.6% | $57,658+25.5% |
| Participation rate | 95.1% | 72.9%+22.2pp | 76.6%+18.5pp | 70.2%+24.9pp |
| Annual return | 4.88% | 10.24%-5.4pp | 22.78%-17.9pp | 5.13%-0.3pp |
| Employer contribution / active EE | $4,614 | $2,598+77.6% | $3,574+29.1% | $1,974+133.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $220 | $130+69.4% | $5,333-95.9% | $95+132.4% |