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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 125 HIGH ST, 22ND FLOOR · BOSTON, MA 02110 | Recordkeeping | $2,084,853 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,371,023 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $46,781 |
RSM US LLP7+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $36,750 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 1 IRON ST · BOSTON, MA 02110 | Securities Custodian | $12,869 |
MORGAN STANLEY SMITH BARNEY7+ 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 |
Filed as: UBS FINCL SVCS INC-OTH REP INDIRECT 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 | $67,070 | $55,785+20.2% | $96,583-30.6% | $106,520-37.0% |
| Participation rate | 97.9% | 53.4%+44.5pp | 69.8%+28.0pp | 71.3%+26.5pp |
| Annual return | 7.30% | 17.66%-10.4pp | 37.79%-30.5pp | 19.28%-12.0pp |
| Employer contribution / active EE | $5,601 | $1,042+437.6% | $2,357+137.6% | $2,840+97.2% |
| Participant deferral / active EE | $0 | $1,782-100.0% | $3,850-100.0% | $4,948-100.0% |
| Admin fee / account holder | $230 | $59+291.5% | $6,184-96.3% | $75+208.3% |