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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $55,964 |
THE ROSE FINANCIAL GROUP LLC1+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $47,660 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $15,000 |
JEWETT PRINTING1+ years Service code 36 219 W MAIN STREET · FARMERSBURG, IN 47850 | Copying and duplicating; Direct payme... | $8,486 |
EZ MAILING, LLC1+ years Filed as: EZ MAILING Service code 36 · EIN 47-1320725 | Copying and duplicating; Direct payme... | $6,973 |
Filed as: FILLENWARTH, DENNERLINE, ET. AL. Service code 29 · EIN 26-2311312 | Legal | $6,566 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,373 | $55,516-68.7% | $75,784-77.1% | $59,188-70.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.94% | -1.89%+1.0pp | 9.68%-10.6pp | 5.51%-6.4pp |
| Employer contribution / active EE | $1,194 | $2,604-54.1% | $3,323-64.1% | $2,098-43.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $76 | $110-30.6% | $5,300-98.6% | $92-17.2% |