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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 51 50 N LAURA ST · JACKSONVILLE, FL 32202 | Investment Mgmt Fees | $11,926 |
URBACH LAW GROUP1 year Service code 29 1713 RIVER HILLS DR · ORANGE PARK, FL 32003 | Legal | $11,284 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,478 | $65,223-88.5% | $80,022-90.7% | $55,725-86.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -30.35% | 7.59%-37.9pp | 11.22%-41.6pp | 244.93%-275.3pp |
| Employer contribution / active EE | $5,870 | $2,544+130.7% | $2,468+137.8% | $2,078+182.5% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $27 | $114-76.0% | $6,521-99.6% | $115-76.2% |