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| Provider | Service type | Compensation |
|---|---|---|
MSTI3 years Service code 10 · EIN 54-1577909 | Accounting | $41,000 |
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 | $19,398 | $102,429-81.1% | $147,096-86.8% | $80,925-76.0% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | -5.52% | 135.02%-140.5pp | 419.75%-425.3pp | 35.65%-41.2pp |
| Employer contribution / active EE | $4,603 | $3,716+23.9% | $4,936-6.7% | $2,756+67.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $230 | $7,957-97.1% | $13,005-98.2% | $6,940-96.7% |