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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $98,764 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $68,248 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,415 | $129,227-43.2% | $184,260-60.2% | $77,736-5.6% |
| Participation rate | 66.1% | 87.4%-21.2pp | 86.8%-20.7pp | 70.6%-4.5pp |
| Annual return | 21.52% | 33.24%-11.7pp | 28.84%-7.3pp | 31.26%-9.7pp |
| Employer contribution / active EE | $3,011 | $4,412-31.8% | $6,427-53.2% | $2,728+10.4% |
| Participant deferral / active EE | $6,854 | $7,307-6.2% | $9,133-24.9% | $4,651+47.4% |
| Admin fee / account holder | $269 | $256+5.2% | $13,898-98.1% | $433-37.9% |