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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 | $77,788+12.9% | $119,126-26.3% | $64,728+35.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 10.35% | 13.19%-2.8pp | 282.11%-271.8pp | 49.38%-39.0pp |
| Employer contribution / active EE | $10,744 | $4,031+166.5% | $4,034+166.4% | $2,243+379.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $252 | $1,365-81.5% | $10,693-97.6% | $1,145-78.0% |