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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $48,960 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,245 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,226 | $65,322-20.0% | $70,494-25.9% | $73,497-28.9% |
| Participation rate | 72.5% | 77.0%-4.5pp | 75.1%-2.6pp | 70.7%+1.8pp |
| Annual return | 13.80% | 15.71%-1.9pp | 109.16%-95.4pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,241 | $2,460-49.5% | $2,738-54.7% | $2,270-45.3% |
| Participant deferral / active EE | $3,238 | $3,375-4.0% | $3,711-12.7% | $3,740-13.4% |
| Admin fee / account holder | $10 | $214-95.5% | $3,848-99.7% | $513-98.1% |