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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 73-1431648 | Legal | $14,530 |
PETERS & CHANDLER, P.C.2+ years Service code 10 · EIN 73-1078673 | Accounting | $7,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
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 | $47,615 | $80,177-40.6% | $123,894-61.6% | $57,658-17.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 7.40% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $436 | $2,913-85.0% | $4,617-90.6% | $1,974-77.9% |
| Participant deferral / active EE | $4,000 | $5,130-22.0% | $5,984-33.2% | $3,061+30.7% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |