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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 | $106,351-95.6% | $105,223-95.6% | $103,975-95.5% |
| Participation rate | 97.5% | 80.0%+17.6pp | 75.0%+22.5pp | 72.5%+25.0pp |
| Annual return | 5.81% | 11.69%-5.9pp | 180.65%-174.8pp | 19.41%-13.6pp |
| Employer contribution / active EE | $1,893 | $5,336-64.5% | $3,689-48.7% | $3,722-49.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $64 | $316-79.6% | $8,859-99.3% | $332-80.7% |