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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $116,391 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $88,042 |
AMERICAN REALTY ADVISORS1 year Filed as: AMEICAN GRAPHICS PRINTING Service code 36 · EIN 38-2090931 | Direct payment from the plan; Copying... | $24,459 |
Service code 29 · EIN 83-2893229 | Legal | $16,092 |
Service code 10 · EIN 38-2284921 | Accounting | $14,400 |
Filed as: FIDELITY INVESTMETNS Service code 19 P.O. BOX 77001 · CINCINATI, OH 452023760 | Securities Custodian | $10,106 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,163 | $89,123-57.2% | $102,460-62.8% | $77,762-50.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 10.79% | 25.05%-14.3pp | 29.47%-18.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $5,392 | $2,700+99.7% | $3,025+78.2% | $2,728+97.7% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $296 | $236+25.6% | $9,460-96.9% | $433-31.5% |