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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $77,467 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 06-1050034 | Direct Payment | $47,797 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $22,690 |
Service code 10 · EIN 04-3728817 | Accounting | $15,116 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,792 | $86,882+1.0% | $150,734-41.8% | $69,255+26.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 10.35% | 10.69%-0.3pp | 600.81%-590.5pp | 26.73%-16.4pp |
| Employer contribution / active EE | $10,744 | $5,194+106.9% | $4,918+118.5% | $2,645+306.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $252 | $630-60.0% | $14,905-98.3% | $733-65.6% |