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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $25,275 |
Annual investment return 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 | $53,437 | $91,537-41.6% | $130,045-58.9% | $75,173-28.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.53% | -631.55%+643.1pp | -137.30%+148.8pp | 160.72%-149.2pp |
| Employer contribution / active EE | $4,266 | $2,845+50.0% | $4,321-1.3% | $2,671+59.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $221 | $6,780-96.7% | $10,600-97.9% | $5,651-96.1% |