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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $57,353 |
THE ROSE FINANCIAL GROUP LLC2+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $42,344 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $15,000 |
EZ MAILING, LLC2+ years Filed as: EZ MAILING Service code 36 · EIN 47-1320725 | Copying and duplicating; Direct payme... | $11,738 |
JEWETT PRINTING2+ years Service code 36 219 W MAIN STREET · FARMERSBURG, IN 47850 | Direct payment from the plan; Copying... | $6,757 |
KMR SYSTEMS CORP1 year Filed as: KMR SYSTEMS Service code 15 · EIN 13-3192128 | Recordkeeping | $6,351 |
Filed as: FILLENWARTH, DENNERLINE, ET. AL. Service code 29 · EIN 26-2311312 | Legal | $5,300 |
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 | $19,117 | $54,392-64.9% | $84,753-77.4% | $63,975-70.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.18% | 611.38%-604.2pp | 22.78%-15.6pp | 48.65%-41.5pp |
| Employer contribution / active EE | $1,313 | $2,943-55.4% | $3,574-63.3% | $2,182-39.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $70 | $136-48.3% | $5,333-98.7% | $70-0.4% |