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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $17,079 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $11,149 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,921 | $69,012-13.2% | $160,037-62.6% | $68,490-12.5% |
| Participation rate | 91.9% | 65.4%+26.4pp | 78.0%+13.9pp | 67.9%+24.0pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.95%-426.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,853 | $2,212+28.9% | $4,226-32.5% | $2,597+9.9% |
| Participant deferral / active EE | $3,387 | $4,212-19.6% | $6,184-45.2% | $4,028-15.9% |
| Admin fee / account holder | $121 | $4,798-97.5% | $8,716-98.6% | $5,403-97.8% |