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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $28,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,781 |
PENSION ASSURANCE LLP5 years Service code 10 · EIN 92-3246672 | Accounting | $6,200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,217 | $79,438+12.3% | $106,551-16.3% | $79,393+12.4% |
| Participation rate | 97.8% | 74.2%+23.6pp | 76.1%+21.6pp | 70.7%+27.1pp |
| Annual return | 20.94% | 18.27%+2.7pp | 26.80%-5.9pp | 116.87%-95.9pp |
| Employer contribution / active EE | $590 | $2,235-73.6% | $2,819-79.1% | $2,428-75.7% |
| Participant deferral / active EE | $6,803 | $3,824+77.9% | $4,398+54.7% | $4,046+68.1% |
| Admin fee / account holder | $89 | $523-83.0% | $7,408-98.8% | $627-85.8% |