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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $30,247 |
Service code 37 · EIN 04-2647786 | Loan Processing | $631 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,068 | $91,198+77.7% | $178,503-9.2% | $79,856+102.9% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 16.58% | 24.20%-7.6pp | 151.12%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,578 | $3,237+10.6% | $5,202-31.2% | $3,741-4.3% |
| Admin fee / account holder | $7 | $6,748-99.9% | $13,987-100.0% | $5,306-99.9% |