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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 51 4 CHASE METROTECH CENTER · BROOKLYN, NY 11245 | Investment Mgmt Fees | $33,647 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $268,676-100.0% | $268,676-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.5%-44.5pp |
| Annual return | -13.97% | -11.17%-2.8pp | -10.68%-3.3pp | -14.65%+0.7pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |