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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 19 · EIN 20-8764829 | Securities Custodian | $130,697 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 | Contract Administrator | $15,263 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,898-100.0% | $117,529-100.0% | $64,824-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 70.6%-70.6pp | 71.5%-71.5pp |
| Annual return | -16.07% | -15.54%-0.5pp | 29.77%-45.8pp | 32.84%-48.9pp |
| Employer contribution / active EE | $2,035 | $1,774+14.7% | $4,179-51.3% | $2,507-18.9% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,072-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,645-100.0% | $188-100.0% |