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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGANSTANLEY SMITHBARNEY, LLC Service code 55 | Other Commissions | $19,765 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $820 |
RELIANCE TRUST COMPANY1 year Service code 15 · EIN 58-1428634 | Recordkeeping | $132 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,136 | $52,884+51.5% | $84,753-5.4% | $55,167+45.3% |
| Participation rate | 83.3% | 67.5%+15.8pp | 76.6%+6.7pp | 69.0%+14.3pp |
| Annual return | 19.21% | 18.03%+1.2pp | 22.78%-3.6pp | 169.23%-150.0pp |
| Employer contribution / active EE | $2,361 | $2,233+5.7% | $3,574-34.0% | $1,963+20.3% |
| Participant deferral / active EE | $6,205 | $2,644+134.7% | $3,712+67.2% | $3,054+103.2% |
| Admin fee / account holder | $7 | $581-98.9% | $5,333-99.9% | $504-98.7% |