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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 | $73,459-3.7% | $178,528-60.4% | $74,429-5.0% |
| Participation rate | 73.6% | 66.5%+7.1pp | 77.1%-3.5pp | 67.2%+6.4pp |
| Annual return | 13.51% | 17.50%-4.0pp | 27.11%-13.6pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,216 | $2,219-0.1% | $3,950-43.9% | $2,625-15.6% |
| Participant deferral / active EE | $2,593 | $4,515-42.6% | $6,278-58.7% | $4,348-40.4% |
| Admin fee / account holder | $109 | $1,812-94.0% | $10,419-99.0% | $1,944-94.4% |