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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 13-2919773 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $60,782 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | 5.27% | 11.88%-6.6pp | 4.96%+0.3pp | 11.88%-6.6pp |
| Employer contribution / active EE | $3,658 | $14,612-75.0% | $29,749-87.7% | $14,612-75.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |