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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $51,882 |
FIRST STATE TRUST COMPANY10+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $14,899 |
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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 | $0 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 9.54% | 10.38%-0.8pp | 6.89%+2.6pp | 8.21%+1.3pp |
| Employer contribution / active EE | $13,562 | $22,557-39.9% | $43,868-69.1% | $13,841-2.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |