Filed December 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $190,456 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $144,318 |
GRANT THORNTON LLP2+ 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 | $51,515 | $58,758-12.3% | $69,779-26.2% | $63,975-19.5% |
| Participation rate | 74.6% | 77.5%-2.9pp | 71.8%+2.7pp | 71.1%+3.4pp |
| Annual return | 7.91% | 18.05%-10.1pp | 12.99%-5.1pp | 48.65%-40.7pp |
| Employer contribution / active EE | $670 | $1,973-66.0% | $2,338-71.3% | $2,182-69.3% |
| Participant deferral / active EE | $1,611 | $2,912-44.7% | $2,931-45.0% | $3,356-52.0% |
| Admin fee / account holder | $83 | $71+17.1% | $4,381-98.1% | $70+18.0% |