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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $69,963 |
THE ROSE FINANCIAL GROUP LLC4+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $40,188 |
EZ MAILING, LLC2 years Service code 36 · EIN 47-1320725 | Copying and duplicating; Direct payme... | $20,787 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $15,000 |
KMR SYSTEMS CORP3 years Filed as: KMR SYSTEMS Service code 15 · EIN 13-3192128 | Recordkeeping | $6,409 |
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 | $20,027 | $60,396-66.8% | $83,850-76.1% | $75,289-73.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.41% | 3.84%-7.3pp | 850.92%-854.3pp | -0.04%-3.4pp |
| Employer contribution / active EE | $1,337 | $3,343-60.0% | $3,631-63.2% | $2,405-44.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $77 | $141-45.6% | $5,478-98.6% | $102-24.8% |