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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 17 · EIN 26-4310632 | Pension Consulting | $133,777 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SM Service code 17 · EIN 13-5674085 | Pension Consulting | $6,766 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -3.52% | -2.48%-1.0pp | -102.04%+98.5pp | 0.19%-3.7pp |
| Employer contribution / active EE | $3,465 | $7,648-54.7% | $36,232-90.4% | $13,763-74.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |