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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3707380 | Securities Custodian | $50,154 |
BOLTON PARTNERS, INC.6+ years Service code 11 · EIN 52-1231144 | Actuarial | $36,187 |
ASSOCIATED ADMINISTRATORS, LLC6+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $20,999 |
ABATO, RUBENSTEIN & ABATO3 years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $19,145 |
WEYRICH, CRONIN & SORRA, LLC4 years Service code 10 · EIN 81-4643077 | Accounting | $11,953 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 11.37% | 9.55%+1.8pp | 9.52%+1.9pp | 9.29%+2.1pp |
| Employer contribution / active EE | $4,344 | $20,722-79.0% | $41,951-89.6% | $15,168-71.4% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |