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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $50,976 |
SCHREIBER ADVISORS P.C1 year Service code 10 · EIN 46-1282767 | Accounting | $12,530 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3275867 | Securities Custodian | $6,883 |
Filed as: SACHS WALDMAN P.C. Service code 29 · EIN 38-1905521 | Legal | $5,564 |
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 | $19,311 | $60,545-68.1% | $92,240-79.1% | $69,631-72.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 11.94% | 19.71%-7.8pp | 176.29%-164.4pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,245 | $2,633-52.7% | $3,680-66.2% | $2,032-38.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $124 | $145-14.7% | $5,194-97.6% | $110+11.9% |