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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 13 ATTN MIDDLE OFFICE BALTIMORE · BALTIMORE, MD 21231 | Contract Administrator | $49,662 |
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $14,776 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 117473237 | Contract Administrator | $8,781 |
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 | $68,895 | $79,519-13.4% | $95,964-28.2% | $73,412-6.2% |
| Participation rate | 97.3% | 81.2%+16.1pp | 77.1%+20.2pp | 72.2%+25.1pp |
| Annual return | 16.94% | 19.20%-2.3pp | 91.64%-74.7pp | 59.30%-42.4pp |
| Employer contribution / active EE | $3,142 | $2,048+53.4% | $2,541+23.6% | $2,234+40.6% |
| Participant deferral / active EE | $4,894 | $4,138+18.3% | $4,167+17.4% | $3,806+28.6% |
| Admin fee / account holder | $162 | $184-12.1% | $6,797-97.6% | $158+2.6% |