Filed December 3, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $258,299 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 38-3145972 | Advisory (Plan) | $72,000 |
Filed as: HOLTHOUSE CARLIN & VAN T Service code 10 · EIN 95-4345526 | Accounting | $25,735 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,916 | $110,258-33.9% | $102,460-28.8% | $200,096-63.6% |
| Participation rate | 94.1% | 86.3%+7.8pp | 76.5%+17.6pp | 72.0%+22.1pp |
| Annual return | 13.62% | 35.78%-22.2pp | 29.47%-15.9pp | 34.26%-20.6pp |
| Employer contribution / active EE | $1,460 | $3,605-59.5% | $3,025-51.7% | $3,038-51.9% |
| Participant deferral / active EE | $4,663 | $6,377-26.9% | $5,056-7.8% | $5,090-8.4% |
| Admin fee / account holder | $139 | $122+14.0% | $9,460-98.5% | $269-48.3% |