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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $38,180 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK ROAD · WILLISTON, VT 05495 | Contract Administrator | $9,875 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $0 |
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 | $87,678 | $50,666+73.1% | $76,667+14.4% | $65,186+34.5% |
| Participation rate | 98.2% | 68.8%+29.4pp | 72.1%+26.1pp | 70.2%+28.0pp |
| Annual return | 22.81% | 28.51%-5.7pp | 1166.74%-1143.9pp | 29.39%-6.6pp |
| Employer contribution / active EE | $3,849 | $1,575+144.4% | $2,303+67.1% | $2,177+76.8% |
| Participant deferral / active EE | $4,281 | $2,647+61.7% | $3,336+28.3% | $3,514+21.8% |
| Admin fee / account holder | $90 | $463-80.5% | $6,423-98.6% | $847-89.3% |