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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 22 · EIN 26-4310632 | Insurance Broker | $24,245 |
ATLANTIC PENSION SERVICES, INC.2+ years Service code 15 · EIN 23-2942715 | Recordkeeping | $4,750 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,216 |
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 | $25,611 | $75,183-65.9% | $123,894-79.3% | $55,167-53.6% |
| Participation rate | 96.1% | 72.8%+23.3pp | 81.4%+14.7pp | 69.0%+27.1pp |
| Annual return | 7.90% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,094 | $2,823-25.8% | $4,617-54.6% | $1,963+6.7% |
| Participant deferral / active EE | $4,428 | $5,084-12.9% | $5,984-26.0% | $3,054+45.0% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |