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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 10 · EIN 38-6058023 | Accounting | $48,135 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 19 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Securities Custodian | $24,665 |
ASHER KELLY3 years Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $7,687 |
Filed as: WRUBEL, WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $5,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,664 | $98,776-95.3% | $119,126-96.1% | $89,670-94.8% |
| Participation rate | 97.5% | 83.1%+14.4pp | 75.8%+21.8pp | 71.2%+26.4pp |
| Annual return | 5.81% | 9.25%-3.4pp | 282.11%-276.3pp | 19.66%-13.9pp |
| Employer contribution / active EE | $1,893 | $5,802-67.4% | $4,034-53.1% | $4,041-53.2% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $64 | $230-72.1% | $10,693-99.4% | $352-81.7% |