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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,990 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 611 E. WISCONSIN AVE. 6TH FLOOR · MILWAUKEE, WI 53202 | Advisory (Plan) | $10,597 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,641 |
JULY BUSINESS SERVICES1+ years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, SUITE 1200 · WACO, TX 76701 | Contract Administrator | $8,244 |
ROB THORPE1+ years Filed as: ROB DIEHL Service code 26 · EIN 41-0973005 | Advisory (Participants) | $5,251 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 26 · EIN 41-0973005 | Advisory (Participants) | $3,421 |
CHARLES SCHWAB & CO., INC.1+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $140 |
Filed as: MML DISTRIBUTORS Service code 55 · EIN 04-3356880 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,670 | $88,324-10.9% | $115,037-31.6% | $55,191+42.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -0.93% | 6.30%-7.2pp | 26.14%-27.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $3,524 | $2,805+25.6% | $4,608-23.5% | $1,899+85.6% |
| Participant deferral / active EE | $6,458 | $5,042+28.1% | $6,026+7.2% | $3,046+112.0% |
| Admin fee / account holder | $145 | $105+37.2% | $8,175-98.2% | $91+59.3% |