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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 · EIN 13-2919773 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $115,202 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $65,170-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 29.3%-29.3pp | 5.6%-5.6pp |
| Annual return | -14.86% | 39.82%-54.7pp | 7.07%-21.9pp | 39.82%-54.7pp |
| Employer contribution / active EE | $2,352 | $19,980-88.2% | $34,847-93.3% | $19,980-88.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $4-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $51-100.0% | $62-100.0% |