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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310632 1 PENN PLAZA, 43RD FL · NEW YORK, NY 10119 | Securities brokerage; Other commissio... | $0 |
THE BANK OF NEW YORK MELLON5 years Service code 19 · EIN 13-5160382 135 SANTILLI HIGHWAY · EVERETT, MA 02149 | Securities Custodian | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 13.50% | 9.01%+4.5pp | 7.19%+6.3pp | 8.21%+5.3pp |
| Employer contribution / active EE | $0 | $12,511-100.0% | $35,860-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |