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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 125 HIGH ST, 24TH FLOOR · BOSTON, MA 02110 | Securities Custodian | $1,424,038 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,064,174 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 1 IRON ST · BOSTON, MA 02110 | Securities Custodian | $84,899 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $44,714 |
RSM US LLP4+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $32,226 |
MORGAN STANLEY SMITH BARNEY4+ 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 | $55,755 | $38,510+44.8% | $74,549-25.2% | $73,367-24.0% |
| Participation rate | 96.3% | 53.5%+42.8pp | 69.1%+27.2pp | 69.5%+26.9pp |
| Annual return | -3.76% | -0.94%-2.8pp | 32.54%-36.3pp | 173.45%-177.2pp |
| Employer contribution / active EE | $4,977 | $774+543.3% | $1,961+153.8% | $2,499+99.2% |
| Participant deferral / active EE | $0 | $1,421-100.0% | $3,108-100.0% | $4,033-100.0% |
| Admin fee / account holder | $195 | $52+275.4% | $5,059-96.1% | $68+185.2% |