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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $39,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,019 |
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 | $143,178 | $75,962+88.5% | $154,108-7.1% | $64,173+123.1% |
| Participation rate | 91.1% | 70.4%+20.7pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -5.97% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,423 | $3,350-27.7% | $5,298-54.3% | $2,381+1.8% |
| Participant deferral / active EE | $6,431 | $3,175+102.6% | $5,081+26.6% | $3,470+85.3% |
| Admin fee / account holder | $18 | $5,589-99.7% | $13,411-99.9% | $4,887-99.6% |