Filed January 6, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN,INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $47,497 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $29,500 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,309 | $72,607-12.8% | $90,749-30.2% | $66,914-5.4% |
| Participation rate | 97.6% | 73.7%+24.0pp | 75.7%+22.0pp | 69.8%+27.8pp |
| Annual return | -17.54% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,216 | $2,369-48.7% | $2,921-58.4% | $2,544-52.2% |
| Participant deferral / active EE | $6,258 | $3,977+57.4% | $4,564+37.1% | $4,237+47.7% |
| Admin fee / account holder | $284 | $707-59.9% | $8,445-96.6% | $593-52.2% |