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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 125 HIGH ST, 22ND FLOOR · BOSTON, MA 02110 | Recordkeeping | $1,895,737 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,249,398 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $47,433 |
RSM US LLP8+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $38,588 |
MORGAN STANLEY SMITH BARNEY8+ 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 |
UBS FINANCIAL SERVICES INC2 years 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,766 | $47,540+11.0% | $79,591-33.7% | $89,433-41.0% |
| Participation rate | 100.0% | 54.9%+45.1pp | 69.5%+30.5pp | 71.3%+28.7pp |
| Annual return | -10.48% | -8.05%-2.4pp | 0.18%-10.7pp | -11.88%+1.4pp |
| Employer contribution / active EE | $5,953 | $1,122+430.7% | $2,413+146.7% | $3,021+97.1% |
| Participant deferral / active EE | $0 | $1,961-100.0% | $3,986-100.0% | $5,125-100.0% |
| Admin fee / account holder | $192 | $59+228.7% | $6,815-97.2% | $79+142.4% |