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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 28 STATE ST,26TH FL · BOSTON, MA 02109 | Recordkeeping | $2,061,739 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,335,804 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $52,544 |
RSM US LLP10+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $42,446 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SB LLC-OTHER REP IND Service code 49 · EIN 20-8764829 28 STATE ST,26TH FL · BOSTON, MA 02109 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINCL SVCS INC-OTH REP INDIRECT Service code 99 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,752 | $57,150+1.1% | $93,727-38.4% | $106,553-45.8% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.7%+31.3pp | 69.8%+30.2pp |
| Annual return | 6.60% | 15.81%-9.2pp | 133.83%-127.2pp | 17.37%-10.8pp |
| Employer contribution / active EE | $6,293 | $1,015+519.9% | $2,421+159.9% | $3,359+87.4% |
| Participant deferral / active EE | $0 | $1,853-100.0% | $4,417-100.0% | $5,562-100.0% |
| Admin fee / account holder | $178 | $64+176.5% | $8,292-97.9% | $80+123.3% |