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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $295,239 |
MELVIN FEDER5+ years Service code 29 · EIN 13-3593661 | Legal | $290,100 |
CASTIGLIA LLP5+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $191,441 |
CONGRESS ASSET MANAGEMENT5+ years Service code 28 · EIN 04-2848965 | Investment Management | $158,941 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $154,718 |
PACIFIC INCOME ADVISORS5+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $142,289 |
UNION NETWORKING5+ years Service code 15 · EIN 22-2940797 | Recordkeeping | $34,891 |
THE SEGAL COMPANY5+ years Service code 16 · EIN 13-1835864 | Consulting | $29,533 |
PREMIER TECHNOLOGIES5+ years Service code 15 232 MADISON AVENUE · NEW YORK, NY 10016 | Recordkeeping | $9,369 |
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 | $61,799 | $121,259-49.0% | $162,185-61.9% | $89,609-31.0% |
| Participation rate | 97.6% | 90.0%+7.6pp | 87.6%+10.1pp | 69.6%+28.0pp |
| Annual return | 14.34% | 22.23%-7.9pp | 115.61%-101.3pp | 33.65%-19.3pp |
| Employer contribution / active EE | $7,961 | $4,435+79.5% | $5,613+41.8% | $2,584+208.1% |
| Participant deferral / active EE | $0 | $6,620-100.0% | $7,297-100.0% | $4,222-100.0% |
| Admin fee / account holder | $198 | $101+96.8% | $10,844-98.2% | $72+177.0% |