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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 125 HIGH ST, 24TH FLOOR · BOSTON, MA 02110 | Recordkeeping | $1,208,007 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $927,024 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 1 IRON ST · BOSTON, MA 02110 | Securities Custodian | $77,454 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $44,007 |
RSM US LLP3+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $30,611 |
MORGAN STANLEY SMITH BARNEY3+ 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 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINCL SERV-OTHER REPORTAB INDIR 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 | $58,486 | $39,909+46.6% | $78,775-25.8% | $80,976-27.8% |
| Participation rate | 94.6% | 55.7%+38.8pp | 69.2%+25.4pp | 68.3%+26.3pp |
| Annual return | 7.23% | 23.47%-16.2pp | 35.62%-28.4pp | 22.91%-15.7pp |
| Employer contribution / active EE | $4,774 | $778+513.7% | $1,986+140.4% | $2,402+98.7% |
| Participant deferral / active EE | $0 | $1,359-100.0% | $2,958-100.0% | $3,848-100.0% |
| Admin fee / account holder | $173 | $50+249.0% | $5,132-96.6% | $67+157.1% |