Filed May 17, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $108,205 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $41,949 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,800 | $110,699+56.1% | $177,821-2.8% | $90,288+91.4% |
| Participation rate | 98.7% | 88.3%+10.4pp | 87.7%+11.0pp | 73.4%+25.4pp |
| Annual return | 18.23% | 22.79%-4.6pp | 48.32%-30.1pp | 53.97%-35.7pp |
| Employer contribution / active EE | $9,464 | $4,118+129.8% | $5,918+59.9% | $2,524+275.0% |
| Participant deferral / active EE | $11,173 | $6,731+66.0% | $7,714+44.8% | $4,232+164.0% |
| Admin fee / account holder | $2 | $90-97.3% | $12,427-100.0% | $114-97.9% |