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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $73,332 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,638 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $14,407 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,450 | $106,236-35.6% | $112,258-39.0% | $64,814+5.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -7.54% | -6.02%-1.5pp | 27.47%-35.0pp | 32.84%-40.4pp |
| Employer contribution / active EE | $6,885 | $3,166+117.5% | $3,636+89.4% | $2,507+174.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $204 | $452-54.7% | $6,411-96.8% | $188+8.9% |