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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP11+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $93,009 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $61,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,730 | $126,505-22.0% | $199,883-50.6% | $126,505-22.0% |
| Participation rate | 99.0% | 81.0%+18.0pp | 86.8%+12.3pp | 81.0%+18.0pp |
| Annual return | 17.50% | 14.86%+2.6pp | 43.81%-26.3pp | 14.86%+2.6pp |
| Employer contribution / active EE | $4,124 | $4,041+2.1% | $6,261-34.1% | $4,041+2.1% |
| Participant deferral / active EE | $5,295 | $6,313-16.1% | $9,138-42.1% | $6,313-16.1% |
| Admin fee / account holder | $16 | $145-89.3% | $17,268-99.9% | $145-89.3% |