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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 | Finders' fees / placement fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,462 | $57,435+47.1% | $105,218-19.7% | $55,191+53.0% |
| Participation rate | 75.2% | 71.3%+3.9pp | 77.2%-2.0pp | 69.2%+6.0pp |
| Annual return | -0.28% | 2.97%-3.2pp | 5.33%-5.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,815 | $1,920+98.7% | $3,255+17.2% | $1,899+100.9% |
| Participant deferral / active EE | $10,204 | $3,495+192.0% | $4,867+109.7% | $3,046+235.0% |
| Admin fee / account holder | $3 | $70-95.9% | $6,992-100.0% | $91-96.8% |