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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN SECURITIES LLC Service code 51 4 CHASE METROTECH CENTER · BROOKLYN, NY 11245 | Investment Mgmt Fees | $31,929 |
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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 | $468,422-100.0% | $468,422-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.9%-43.9pp |
| Annual return | 9.53% | 6.31%+3.2pp | 6.74%+2.8pp | 13.05%-3.5pp |
| Employer contribution / active EE | $9,818 | $48,172-79.6% | $43,785-77.6% | $37,651-73.9% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,074-100.0% |