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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 125 HIGH ST, 22ND FLOOR · BOSTON, MA 02110 | Recordkeeping | $1,536,311 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,163,319 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 1 IRON ST · BOSTON, MA 02110 | Securities Custodian | $96,067 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $45,382 |
RSM US LLP5+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $34,058 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SB LLC-OTHER REP IND Service code 49 · EIN 20-8764829 125 HIGH ST, 22ND FLOOR · BOSTON, MA 02110 | Other Services | $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 | $62,698 | $100,179-37.4% | $84,029-25.4% | $89,609-30.0% |
| Participation rate | 98.9% | 54.1%+44.8pp | 69.0%+29.9pp | 69.6%+29.3pp |
| Annual return | 13.18% | 22.50%-9.3pp | 71.32%-58.1pp | 33.65%-20.5pp |
| Employer contribution / active EE | $5,222 | $816+539.6% | $1,984+163.2% | $2,584+102.1% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,222-100.0% |
| Admin fee / account holder | $206 | $72+185.8% | $6,102-96.6% | $72+187.7% |