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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Service code 55 · EIN 26-4310632 | Other Commissions | $57,390 |
FROST & BARE7+ years Service code 10 · EIN 46-4036767 | Accounting | $9,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,479 | $79,694+65.0% | $96,171+36.7% | $79,391+65.6% |
| Participation rate | 83.4% | 54.0%+29.4pp | 68.4%+15.0pp | 70.7%+12.7pp |
| Annual return | 13.09% | 40.84%-27.8pp | 192.04%-178.9pp | 116.88%-103.8pp |
| Employer contribution / active EE | $1,288 | $1,443-10.7% | $2,799-54.0% | $2,428-46.9% |
| Participant deferral / active EE | $4,625 | $2,539+82.2% | $4,350+6.3% | $4,046+14.3% |
| Admin fee / account holder | $47 | $630-92.5% | $5,538-99.2% | $627-92.5% |