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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $123,211 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 21 · EIN 13-5674085 | Bank Trustee | $39,815 |
FIRST STATE TRUST COMPANY10+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $15,929 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $97,195-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 45.3%-45.3pp | 9.3%-9.3pp |
| Annual return | 7.30% | 9.76%-2.5pp | 5.08%+2.2pp | 9.76%-2.5pp |
| Employer contribution / active EE | $38,097 | $12,965+193.8% | $21,287+79.0% | $12,965+193.8% |
| Participant deferral / active EE | $0 | $143-100.0% | $803-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $19,300-100.0% | $4,785-100.0% |