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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 99 · EIN 26-4310632 | Other Fees | $42,474 |
Filed as: BABUSH NEIMAN KORNMAN & JOHNSON Service code 10 5909 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Accounting | $7,784 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,990 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,212 | $42,582-22.0% | $171,082-80.6% | $57,658-42.4% |
| Participation rate | 89.6% | 63.9%+25.7pp | 76.7%+12.9pp | 70.2%+19.3pp |
| Annual return | 7.37% | 308.67%-301.3pp | 32.56%-25.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $456 | $1,306-65.1% | $4,002-88.6% | $1,974-76.9% |
| Participant deferral / active EE | $2,702 | $2,933-7.9% | $4,797-43.7% | $3,061-11.7% |
| Admin fee / account holder | $26 | $82-67.9% | $8,520-99.7% | $95-72.0% |