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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 227 W MONROE ST STE 3400 · CHICAGO, IL 60606 | Recordkeeping | $37,680 |
KERBER, ECK & BRAECKEL LLP1+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Accounting | $34,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $26,328 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,577 | $54,890-53.4% | $63,517-59.7% | $59,188-56.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.0%+29.0pp | 69.4%+30.6pp |
| Annual return | 3.80% | 4.56%-0.8pp | -70.30%+74.1pp | 5.51%-1.7pp |
| Employer contribution / active EE | $364 | $1,831-80.1% | $2,322-84.3% | $2,098-82.7% |
| Participant deferral / active EE | $0 | $2,803-100.0% | $2,953-100.0% | $3,265-100.0% |
| Admin fee / account holder | $34 | $66-48.7% | $5,892-99.4% | $92-63.2% |