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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $42,000 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $30,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $712,125 | $100,272+610.2% | $170,055+318.8% | $74,478+856.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 23.75% | 66.12%-42.4pp | 53.43%-29.7pp | 34.37%-10.6pp |
| Employer contribution / active EE | $19,811 | $4,266+364.4% | $6,790+191.8% | $2,637+651.3% |
| Participant deferral / active EE | $12,760 | $7,147+78.5% | $10,410+22.6% | $4,530+181.7% |
| Admin fee / account holder | $249 | $235+6.0% | $12,828-98.1% | $347-28.4% |