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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN SECURITIES LLC Service code 51 4 CHASE METROTECH CENTER · BROOKLYN, NY 11245 | Investment Mgmt Fees | $30,899 |
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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 | $331,632-100.0% | $331,632-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.9%-55.9pp |
| Annual return | 14.55% | 10.23%+4.3pp | 10.60%+4.0pp | 24.44%-9.9pp |
| Employer contribution / active EE | $10,721 | $49,015-78.1% | $43,783-75.5% | $41,341-74.1% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |