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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 125 HIGH ST, 22ND FLOOR · BOSTON, MA 02110 | Recordkeeping | $1,619,568 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,267,980 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 1 IRON ST · BOSTON, MA 02110 | Securities Custodian | $100,507 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $46,075 |
RSM US LLP6+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $37,032 |
MORGAN STANLEY SMITH BARNEY6+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,377 | $48,464+34.9% | $90,974-28.1% | $106,273-38.5% |
| Participation rate | 95.6% | 53.1%+42.5pp | 69.0%+26.6pp | 70.8%+24.8pp |
| Annual return | 8.59% | 16.72%-8.1pp | 134.60%-126.0pp | 21.70%-13.1pp |
| Employer contribution / active EE | $5,368 | $939+471.4% | $2,122+153.0% | $2,722+97.2% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,601-100.0% |
| Admin fee / account holder | $210 | $58+261.9% | $5,961-96.5% | $78+167.6% |