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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 150 STATE STREET · ROCHESTER, NY 14614 | Recordkeeping | $53,613 |
Filed as: MORGAN STANLEY Service code 16 305 CHURCH STREET SW · HUNTSVILLE, AL 35801 | Consulting | $35,987 |
ARIA7 years Service code 16 · EIN 82-0792334 1900 THE ALEMEDIA · SAN JOSE, CA 05126 | Consulting | $23,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,337 | $106,110+34.1% | $147,005-3.2% | $77,671+83.3% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 14.89% | 56.77%-41.9pp | 418.76%-403.9pp | 31.21%-16.3pp |
| Employer contribution / active EE | $7,518 | $4,065+85.0% | $4,934+52.4% | $2,726+175.7% |
| Participant deferral / active EE | $11,784 | $7,992+47.5% | $8,070+46.0% | $4,648+153.5% |
| Admin fee / account holder | $123 | $338-63.6% | $13,006-99.1% | $430-71.4% |