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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $166,744 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
WEINBERG, ROGER & ROSENFELD4+ years Service code 29 · EIN 94-2458080 | Legal | $76,783 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $45,786 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,457 | $32,929+19.8% | $76,518-48.4% | $68,904-42.7% |
| Participation rate | 78.9% | 38.1%+40.8pp | 68.0%+10.9pp | 74.1%+4.8pp |
| Annual return | -4.56% | 7.15%-11.7pp | -0.27%-4.3pp | 1.07%-5.6pp |
| Employer contribution / active EE | $1,725 | $904+90.7% | $2,647-34.8% | $2,540-32.1% |
| Participant deferral / active EE | $0 | $1,310-100.0% | $3,836-100.0% | $4,015-100.0% |
| Admin fee / account holder | $87 | $93-7.0% | $4,849-98.2% | $71+21.5% |