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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 | Recordkeeping Fees | $26,781 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,312 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,627 | $78,607-47.0% | $105,624-60.6% | $74,478-44.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.64% | 15.96%-3.3pp | 116.20%-103.6pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,752 | $2,523-30.6% | $3,168-44.7% | $2,626-33.3% |
| Participant deferral / active EE | $3,761 | $4,325-13.0% | $5,013-25.0% | $4,350-13.5% |
| Admin fee / account holder | $199 | $2,220-91.0% | $10,961-98.2% | $1,946-89.8% |