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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $28,595 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,414 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $47,604 | $65,582-27.4% | $64,097-25.7% | $71,529-33.4% |
| Participation rate | 84.8% | 73.2%+11.6pp | 72.3%+12.5pp | 67.9%+16.9pp |
| Annual return | 9.20% | 18.96%-9.8pp | 33.75%-24.5pp | 28.97%-19.8pp |
| Employer contribution / active EE | $1,645 | $2,671-38.4% | $2,750-40.2% | $2,590-36.5% |
| Participant deferral / active EE | $4,168 | $3,628+14.9% | $3,881+7.4% | $4,291-2.9% |
| Admin fee / account holder | $39 | $616-93.7% | $3,070-98.7% | $1,588-97.6% |