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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $117,056 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,642 |
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 | $149,819 | $82,978+80.6% | $130,231+15.0% | $74,460+101.2% |
| Participation rate | 79.8% | 73.7%+6.2pp | 76.3%+3.5pp | 70.7%+9.1pp |
| Annual return | 20.43% | 123.05%-102.6pp | 38.86%-18.4pp | 34.38%-14.0pp |
| Employer contribution / active EE | $4,664 | $3,391+37.5% | $4,126+13.1% | $2,638+76.8% |
| Participant deferral / active EE | $15,565 | $5,370+189.8% | $6,799+128.9% | $4,530+243.6% |
| Admin fee / account holder | $107 | $354-69.7% | $6,020-98.2% | $348-69.2% |