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| Provider | Service type | Compensation |
|---|---|---|
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $334,599 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 36-4516330 | Advisory (Plan) | $100,000 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $39,713 |
SALTZMAN & JOHNSON1+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 95-2376174 | Legal | $16,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,096-100.0% | $75,784-100.0% | $67,505-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 75.8%-75.8pp | 71.2%-71.2pp |
| Annual return | -0.44% | 0.30%-0.7pp | 9.68%-10.1pp | 6.52%-7.0pp |
| Employer contribution / active EE | $4,453 | $2,549+74.7% | $3,323+34.0% | $2,173+104.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $5,300-100.0% | $56-100.0% |