Filed March 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $79,527 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE Service code 10 · EIN 31-1818258 | Accounting | $21,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$132,743 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,132 | $139,251+30.8% | $113,397+60.6% | $100,573+81.1% |
| Participation rate | 97.7% | 88.8%+8.9pp | 76.5%+21.2pp | 70.9%+26.8pp |
| Annual return | 16.79% | 14.13%+2.7pp | 23.20%-6.4pp | 18.89%-2.1pp |
| Employer contribution / active EE | $4,536 | $3,969+14.3% | $2,977+52.4% | $3,763+20.5% |
| Participant deferral / active EE | $8,350 | $7,399+12.9% | $5,076+64.5% | $4,921+69.7% |
| Admin fee / account holder | -$10 | $149-106.7% | $11,957-100.1% | $454-102.2% |