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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,250 |
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,907 | $50,169-28.4% | $149,740-76.0% | $80,187-55.2% |
| Participation rate | 88.5% | 64.3%+24.2pp | 78.8%+9.7pp | 72.9%+15.6pp |
| Annual return | 18.58% | 29.82%-11.2pp | 134.51%-115.9pp | 40.40%-21.8pp |
| Employer contribution / active EE | $657 | $1,869-64.9% | $4,821-86.4% | $2,980-77.9% |
| Participant deferral / active EE | $4,350 | $3,194+36.2% | $5,683-23.5% | $5,016-13.3% |
| Admin fee / account holder | $8 | $153-94.9% | $13,222-99.9% | $145-94.6% |