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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO LLC Service code 71 · EIN 36-3145972 | Brokerage Fees | $15,910 |
BTIG LLC1+ years Filed as: BTIG, LLC Service code 71 · EIN 04-3695739 | Brokerage Fees | $11,726 |
INSTINET1+ years Filed as: TOTAL INSTINET Service code 71 · EIN 13-4134098 | Brokerage Fees | $10,988 |
ANCORA ADVISORS1+ years Filed as: ANCORA SECURITIES, INC. Service code 71 · EIN 33-1033773 | Brokerage Fees | $10,185 |
GOLDMAN SACHS1+ years Service code 71 · EIN 13-4019460 | Brokerage Fees | $9,703 |
ITG INC1+ years Filed as: ITG, INC. Service code 71 · EIN 95-2848406 | Brokerage Fees | $8,751 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,428 | $50,498+427.6% | $75,784+251.6% | $55,191+382.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.93% | 1.80%-2.7pp | 9.68%-10.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $15,876 | $2,291+593.0% | $3,323+377.7% | $1,899+736.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $123-96.0% | $5,300-99.9% | $91-94.6% |