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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 15 · EIN 03-8238845 | Recordkeeping | $18,500 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Filed as: SACHS WALDMAN Service code 29 · EIN 38-1905521 | Legal | $17,094 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNAITOANL CORP. Service code 13 · EIN 13-2600875 | Contract Administrator | $12,817 |
Service code 10 · EIN 38-2284921 | Accounting | $6,725 |
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 | $18,318 | $57,921-68.4% | $84,753-78.4% | $57,658-68.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -1.58% | 10.24%-11.8pp | 22.78%-24.4pp | 5.13%-6.7pp |
| Employer contribution / active EE | $1,723 | $2,598-33.7% | $3,574-51.8% | $1,974-12.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $90 | $130-30.2% | $5,333-98.3% | $95-4.3% |