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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGANSTANLEY SMITHBARNEY, LLC Service code 55 | Other Commissions | $25,062 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,368 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
RELIANCE TRUST COMPANY3 years Service code 15 · EIN 58-1428634 | Recordkeeping | $0 |
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 | $81,392 | $55,449+46.8% | $83,831-2.9% | $56,289+44.6% |
| Participation rate | 98.5% | 68.0%+30.5pp | 76.1%+22.3pp | 69.9%+28.6pp |
| Annual return | -7.14% | -1.38%-5.8pp | 850.99%-858.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $4,107 | $2,430+69.0% | $3,631+13.1% | $2,111+94.5% |
| Participant deferral / active EE | $7,618 | $2,935+159.5% | $4,082+86.6% | $3,350+127.4% |
| Admin fee / account holder | $8 | $656-98.7% | $5,479-99.8% | $521-98.4% |