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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 BBVA BLDG., 9TH FLOOR · SAN JUAN, PR 00918 | Accounting | $87,126 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $61,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,730 | $82,683-66.5% | $133,975-79.3% | $65,292-57.5% |
| Participation rate | 85.6% | 87.3%-1.7pp | 87.1%-1.4pp | 72.4%+13.2pp |
| Annual return | 17.93% | 9.63%+8.3pp | 29.29%-11.4pp | 11.84%+6.1pp |
| Employer contribution / active EE | $842 | $3,583-76.5% | $5,211-83.8% | $2,302-63.4% |
| Participant deferral / active EE | $2,041 | $5,190-60.7% | $6,282-67.5% | $3,579-43.0% |
| Admin fee / account holder | $14 | $66-79.1% | $9,324-99.9% | $57-76.0% |