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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 52 4300 EAST 53RD STREET · DAVENPORT, IA 52807 | Indirect Investment Fees | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -13.68% | -13.84%+0.2pp | -2.63%-11.1pp | -5.25%-8.4pp |
| Employer contribution / active EE | $3,889 | $9,473-58.9% | $29,813-87.0% | $15,161-74.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |