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| Provider | Service type | Compensation |
|---|---|---|
ATLANTIC PENSION SERVICES, INC.1+ years Service code 15 · EIN 23-2942715 | Recordkeeping | $5,675 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,272 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $890 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC (MS Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,344 | $70,002-68.1% | $115,038-80.6% | $52,331-57.3% |
| Participation rate | 95.1% | 72.1%+23.0pp | 81.4%+13.7pp | 68.1%+27.0pp |
| Annual return | 7.53% | 4.04%+3.5pp | 26.14%-18.6pp | 4.54%+3.0pp |
| Employer contribution / active EE | $1,965 | $2,715-27.6% | $4,608-57.4% | $1,882+4.4% |
| Participant deferral / active EE | $4,201 | $4,920-14.6% | $6,026-30.3% | $3,022+39.0% |
| Admin fee / account holder | $27 | $566-95.2% | $8,175-99.7% | $592-95.4% |