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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: SALMON SMITH BARNEY Service code 21 · EIN 13-2919773 | Bank Trustee | $75,241 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,846 | $62,928-62.1% | $172,739-86.2% | $67,579-64.7% |
| Participation rate | 74.0% | 64.5%+9.6pp | 82.6%-8.6pp | 71.3%+2.8pp |
| Annual return | 2.88% | 30.36%-27.5pp | 802.84%-800.0pp | 378.56%-375.7pp |
| Employer contribution / active EE | $1,708 | $1,636+4.4% | $5,143-66.8% | $2,148-20.5% |
| Participant deferral / active EE | $816 | $2,145-62.0% | $5,198-84.3% | $3,539-76.9% |
| Admin fee / account holder | $135 | $167-18.8% | $13,954-99.0% | $142-4.9% |