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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 125 HIGH ST, 24TH FLOOR · BOSTON, MA 02110 | Recordkeeping | $515,426 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 1 LINCOLN ST · BOSTON, MA 021112900 | Securities Custodian | $60,947 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $42,451 |
RSM US LLP1+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $28,404 |
UBS FINANCIAL SERVICES INC1+ years Service code 19 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Securities Custodian | $11,427 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SB LLC-OTHER REP IND Service code 49 · EIN 26-4310632 125 HIGH ST, 24TH FLOOR · BOSTON, MA 02110 | Other Services | $0 |
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 | $51,526 | $36,004+43.1% | $64,101-19.6% | $69,651-26.0% |
| Participation rate | 93.1% | 47.3%+45.9pp | 68.2%+25.0pp | 66.6%+26.6pp |
| Annual return | -0.17% | 4.26%-4.4pp | 791.27%-791.4pp | 53.77%-53.9pp |
| Employer contribution / active EE | $4,533 | $617+635.0% | $1,820+149.1% | $2,241+102.3% |
| Participant deferral / active EE | $0 | $1,166-100.0% | $2,822-100.0% | $3,635-100.0% |
| Admin fee / account holder | $50 | $49+2.7% | $4,499-98.9% | $63-20.5% |