Filed December 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $190,369 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $88,249 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,706 | $54,890-18.6% | $63,244-29.3% | $59,188-24.5% |
| Participation rate | 82.5% | 75.6%+6.9pp | 71.0%+11.5pp | 69.4%+13.1pp |
| Annual return | 2.17% | 4.56%-2.4pp | -70.31%+72.5pp | 5.51%-3.3pp |
| Employer contribution / active EE | $694 | $1,831-62.1% | $2,322-70.1% | $2,098-66.9% |
| Participant deferral / active EE | $1,638 | $2,803-41.6% | $2,953-44.6% | $3,265-49.8% |
| Admin fee / account holder | $36 | $66-45.6% | $5,893-99.4% | $92-61.0% |