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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 | $92,224-4.8% | $105,223-16.6% | $79,634+10.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 10.35% | 88.65%-78.3pp | 180.65%-170.3pp | 36.46%-26.1pp |
| Employer contribution / active EE | $10,744 | $3,965+171.0% | $3,689+191.3% | $2,529+324.8% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $252 | $1,121-77.5% | $8,859-97.2% | $1,002-74.8% |