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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 52 4300 EAST 53RD STREET · DAVENPORT, IA 52807 | Indirect Investment Fees | $0 |
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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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -5.65% | -2.38%-3.3pp | -0.41%-5.2pp | 10.56%-16.2pp |
| Employer contribution / active EE | $4,000 | $9,517-58.0% | $15,396-74.0% | $13,643-70.7% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |