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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 |
Employer contribution per participant 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 | $98,273-95.3% | $150,734-96.9% | $85,660-94.6% |
| Participation rate | 97.5% | 84.0%+13.5pp | 78.4%+19.1pp | 74.8%+22.7pp |
| Annual return | 5.81% | 7.62%-1.8pp | 600.81%-595.0pp | 19.52%-13.7pp |
| Employer contribution / active EE | $1,893 | $5,764-67.2% | $4,918-61.5% | $4,199-54.9% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $64 | $226-71.5% | $14,905-99.6% | $224-71.3% |