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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $168,988 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $58,772 |
PLANTE & MORAN, PLLC1+ years Service code 70 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting Fees | $58,243 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $345,022 | $46,360+644.2% | $147,618+133.7% | $52,331+559.3% |
| Participation rate | 99.6% | 64.9%+34.6pp | 84.6%+15.0pp | 68.1%+31.5pp |
| Annual return | -1.60% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $25,575 | $2,126+1102.9% | $5,565+359.6% | $1,882+1259.1% |
| Participant deferral / active EE | $5,095 | $2,258+125.7% | $4,895+4.1% | $3,022+68.6% |
| Admin fee / account holder | $240 | $766-68.7% | $11,612-97.9% | $592-59.5% |