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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 | Recordkeeping Fees | $24,454 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,017 | $80,705-40.5% | $115,768-58.5% | $67,986-29.4% |
| Participation rate | 100.0% | 63.0%+37.0pp | 74.4%+25.6pp | 57.2%+42.8pp |
| Annual return | 16.14% | 18.49%-2.3pp | 100.46%-84.3pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,679 | $2,046-17.9% | $2,940-42.9% | $2,019-16.8% |
| Participant deferral / active EE | $3,636 | $3,559+2.2% | $4,917-26.1% | $3,358+8.3% |
| Admin fee / account holder | $159 | $4,135-96.2% | $12,439-98.7% | $3,203-95.0% |