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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $28,052 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 55 4350 LA JOLLA VILLAGE DR · SAN DIEGO, CA 92122 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,618 | $65,364-22.6% | $92,909-45.5% | $72,975-30.6% |
| Participation rate | 54.7% | 68.3%-13.6pp | 76.0%-21.3pp | 69.5%-14.8pp |
| Annual return | 21.27% | 42.11%-20.8pp | 109.44%-88.2pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,174 | $2,594-16.2% | $3,653-40.5% | $2,440-10.9% |
| Participant deferral / active EE | $5,118 | $3,128+63.6% | $4,238+20.8% | $3,608+41.9% |
| Admin fee / account holder | $290 | $4,251-93.2% | $5,795-95.0% | $5,124-94.3% |