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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $145,169 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $63,641 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 70 · EIN 38-1357951 | Consulting Fees | $46,050 |
Filed as: ARCADIA INVESTMENT MANAGEMENT CORP Service code 50 · EIN 38-2727734 | Direct Payment | $5,781 |
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 | $351,274 | $46,173+660.8% | $170,435+106.1% | $69,631+404.5% |
| Participation rate | 99.6% | 63.9%+35.7pp | 83.6%+16.0pp | 70.7%+28.9pp |
| Annual return | 14.40% | 21.62%-7.2pp | 205.94%-191.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $26,758 | $1,610+1562.3% | $5,432+392.6% | $2,032+1216.7% |
| Participant deferral / active EE | $6,129 | $2,080+194.6% | $4,939+24.1% | $3,224+90.1% |
| Admin fee / account holder | $166 | $116+43.0% | $13,881-98.8% | $110+50.1% |