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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 28 · EIN 26-4310632 | Investment Management | $221,068 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 11 · EIN 13-4008324 | Actuarial | $158,032 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $42,400 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 12.54% | 13.54%-1.0pp | 13.48%-0.9pp | 16.32%-3.8pp |
| Employer contribution / active EE | $126,312 | $37,659+235.4% | $47,067+168.4% | $17,007+642.7% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |