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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Service code 55 · EIN 26-4310632 | Other Commissions | $51,998 |
RESJ, PC2 years Service code 10 · EIN 58-2647076 | Accounting | $9,900 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,402 | $41,150+136.7% | $80,627+20.8% | $71,511+36.2% |
| Participation rate | 80.8% | 50.3%+30.5pp | 67.0%+13.8pp | 67.9%+12.9pp |
| Annual return | 15.23% | 38.48%-23.2pp | 936.76%-921.5pp | 28.86%-13.6pp |
| Employer contribution / active EE | $1,464 | $1,515-3.4% | $2,723-46.2% | $2,589-43.5% |
| Participant deferral / active EE | $5,639 | $2,701+108.7% | $4,443+26.9% | $4,291+31.4% |
| Admin fee / account holder | $39 | $1,841-97.9% | $5,381-99.3% | $1,588-97.6% |