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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $125,500 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $72,846 |
Service code 10 · EIN 38-2284921 | Accounting | $13,900 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN GRAPHICS PRINTING Service code 36 · EIN 38-2090931 | Copying and duplicating; Direct payme... | $12,934 |
Service code 29 · EIN 83-2893229 | Legal | $11,173 |
Filed as: FIDELITY INVESTMETNS Service code 19 P.O. BOX 77001 · CINCINATI, OH 452023760 | Securities Custodian | $8,531 |
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 | $33,744 | $99,168-66.0% | $96,534-65.0% | $74,460-54.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 14.63% | 22.40%-7.8pp | 25.88%-11.3pp | 34.38%-19.7pp |
| Employer contribution / active EE | $6,269 | $2,570+143.9% | $2,965+111.4% | $2,638+137.6% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $274 | $225+22.0% | $8,253-96.7% | $348-21.2% |