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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $178,823 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
WEINBERG, ROGER & ROSENFELD6+ years Service code 29 · EIN 94-2458080 | Legal | $72,036 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $49,648 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 16 · EIN 13-4215617 | Consulting | $8,381 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,282 | $37,542+12.6% | $89,441-52.7% | $93,223-54.6% |
| Participation rate | 100.0% | 36.7%+63.3pp | 68.0%+32.0pp | 74.9%+25.1pp |
| Annual return | 13.39% | 16.65%-3.3pp | 245.62%-232.2pp | 19.29%-5.9pp |
| Employer contribution / active EE | $1,779 | $644+176.4% | $2,588-31.2% | $2,680-33.6% |
| Participant deferral / active EE | $0 | $1,684-100.0% | $3,891-100.0% | $4,563-100.0% |
| Admin fee / account holder | $71 | $107-33.7% | $4,885-98.6% | $79-10.5% |