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| Provider | Service type | Compensation |
|---|---|---|
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 32-2029668 | Accounting | $16,850 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $14,549 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $6,554 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
JP MORGAN SECURITIES LLC1+ years Service code 21 · EIN 13-4110995 | Bank Trustee | $0 |
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 | $11,979 | $33,745-64.5% | $64,105-81.3% | $55,191-78.3% |
| Participation rate | 97.5% | 59.4%+38.1pp | 68.2%+29.3pp | 69.2%+28.3pp |
| Annual return | -0.26% | 4.95%-5.2pp | 791.24%-791.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $762 | $641+18.9% | $1,820-58.1% | $1,899-59.9% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $65 | $94-31.5% | $4,499-98.6% | $91-28.8% |