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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $54,913 |
RESJ, PC1 year Service code 10 · EIN 58-2647076 | Accounting | $9,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $925 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,701 | $37,463+152.8% | $77,100+22.8% | $66,949+41.5% |
| Participation rate | 84.6% | 52.9%+31.7pp | 67.9%+16.7pp | 69.8%+14.8pp |
| Annual return | -12.71% | -3.25%-9.5pp | 42.35%-55.1pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,435 | $1,535-6.5% | $2,815-49.0% | $2,545-43.6% |
| Participant deferral / active EE | $5,518 | $2,621+110.5% | $4,430+24.6% | $4,239+30.2% |
| Admin fee / account holder | $45 | $568-92.1% | $5,443-99.2% | $594-92.4% |