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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $24,083 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $8,868 |
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 | $53,388 | $47,180+13.2% | $149,723-64.3% | $74,473-28.3% |
| Participation rate | 47.6% | 63.4%-15.8pp | 78.8%-31.2pp | 70.7%-23.1pp |
| Annual return | 15.84% | 22.75%-6.9pp | 134.50%-118.7pp | 34.36%-18.5pp |
| Employer contribution / active EE | $1,662 | $1,907-12.8% | $4,821-65.5% | $2,638-37.0% |
| Participant deferral / active EE | $2,187 | $2,730-19.9% | $5,682-61.5% | $4,530-51.7% |
| Admin fee / account holder | $244 | $343-29.0% | $13,215-98.2% | $347-29.8% |