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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $54,436 |
PLUMBERS LOCAL UNION 4305+ years Service code 13 · EIN 73-1530462 | Contract Administrator | $50,637 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $33,900 |
Filed as: ROBEIN, URANN & LURYE Service code 22 · EIN 73-0999672 | Insurance Broker | $21,165 |
THE SEGAL COMPANY5+ years Service code 53 · EIN 94-1503999 | Insurance Commissions | $19,830 |
BRYAN, LITTLE, HALEY, & KENT PC5+ years Service code 10 · EIN 73-0941849 | Accounting | $18,799 |
Service code 10 · EIN 86-0785790 | Accounting | $3,750 |
IECGROUP, INC.4 years Service code 10 · EIN 82-0497661 | Accounting | $3,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,097 | $66,051-66.5% | $92,915-76.2% | $77,775-71.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 18.95% | 20.69%-1.7pp | 109.45%-90.5pp | 32.58%-13.6pp |
| Employer contribution / active EE | $2,645 | $3,426-22.8% | $3,653-27.6% | $2,504+5.6% |
| Participant deferral / active EE | $265 | $3,013-91.2% | $4,238-93.8% | $3,966-93.3% |
| Admin fee / account holder | $72 | $148-51.6% | $5,796-98.8% | $100-28.5% |