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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $22,603 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $8,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,727 | $73,532-3.8% | $178,505-60.4% | $74,478-5.0% |
| Participation rate | 73.6% | 66.6%+7.0pp | 77.1%-3.5pp | 67.2%+6.4pp |
| Annual return | 13.51% | 17.49%-4.0pp | 27.16%-13.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,216 | $2,221-0.2% | $3,955-44.0% | $2,626-15.6% |
| Participant deferral / active EE | $2,593 | $4,519-42.6% | $6,280-58.7% | $4,350-40.4% |
| Admin fee / account holder | $109 | $1,813-94.0% | $10,428-99.0% | $1,946-94.4% |