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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $24,931 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $8,333 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,306 | $46,332-2.2% | $143,797-68.5% | $64,824-30.1% |
| Participation rate | 48.7% | 64.2%-15.5pp | 80.3%-31.6pp | 71.5%-22.7pp |
| Annual return | -15.63% | -10.05%-5.6pp | -0.04%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $1,728 | $1,911-9.6% | $4,952-65.1% | $2,507-31.1% |
| Participant deferral / active EE | $2,304 | $2,647-13.0% | $5,638-59.1% | $4,311-46.6% |
| Admin fee / account holder | $218 | $154+42.0% | $14,679-98.5% | $188+16.3% |