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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $36,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,462 |
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 | $170,420 | $85,171+100.1% | $172,753-1.3% | $72,976+133.5% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 20.57% | 27.32%-6.8pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,672 | $3,324-49.7% | $5,144-67.5% | $2,440-31.5% |
| Participant deferral / active EE | $8,035 | $3,260+146.5% | $5,198+54.6% | $3,608+122.7% |
| Admin fee / account holder | $16 | $5,880-99.7% | $13,956-99.9% | $5,124-99.7% |