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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $112,146 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $50,292 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,242 | $74,188+70.2% | $115,756+9.1% | $64,819+94.8% |
| Participation rate | 81.6% | 76.2%+5.4pp | 77.1%+4.6pp | 71.5%+10.2pp |
| Annual return | -17.43% | -11.81%-5.6pp | 143.14%-160.6pp | 32.84%-50.3pp |
| Employer contribution / active EE | $4,633 | $3,365+37.7% | $3,793+22.2% | $2,507+84.8% |
| Participant deferral / active EE | $14,038 | $5,294+165.2% | $6,254+124.5% | $4,311+225.6% |
| Admin fee / account holder | $156 | $148+5.2% | $8,124-98.1% | $188-16.9% |