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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $49,378 |
FROST & BARE4+ years Service code 10 · EIN 46-4036767 | Accounting | $9,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
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 | $84,218 | $44,473+89.4% | $76,518+10.1% | $55,725+51.1% |
| Participation rate | 81.7% | 51.0%+30.8pp | 68.0%+13.8pp | 70.9%+10.9pp |
| Annual return | -6.52% | -2.01%-4.5pp | -0.27%-6.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,305 | $1,101+18.5% | $2,647-50.7% | $2,078-37.2% |
| Participant deferral / active EE | $4,845 | $1,988+143.7% | $3,836+26.3% | $3,356+44.4% |
| Admin fee / account holder | $41 | $134-69.4% | $4,849-99.2% | $115-64.4% |