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 | $129,270+40.9% | $120,344+51.3% | $89,670+103.1% |
| Participation rate | 97.7% | 90.9%+6.9pp | 76.7%+21.0pp | 71.2%+26.6pp |
| Annual return | 16.79% | 12.39%+4.4pp | 20.30%-3.5pp | 19.66%-2.9pp |
| Employer contribution / active EE | $4,536 | $4,468+1.5% | $3,020+50.2% | $4,041+12.2% |
| Participant deferral / active EE | $8,350 | $7,255+15.1% | $5,135+62.6% | $3,962+110.7% |
| Admin fee / account holder | -$10 | $124-108.1% | $12,742-100.1% | $352-102.8% |