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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,199 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $33,500 |
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 | $88,878 | $56,152+58.3% | $185,827-52.2% | $73,412+21.1% |
| Participation rate | 99.3% | 67.6%+31.8pp | 78.0%+21.3pp | 72.2%+27.2pp |
| Annual return | 15.12% | 17.59%-2.5pp | 35.96%-20.8pp | 59.30%-44.2pp |
| Employer contribution / active EE | $4,954 | $1,532+223.4% | $4,087+21.2% | $2,234+121.8% |
| Participant deferral / active EE | $7,736 | $3,659+111.4% | $5,633+37.3% | $3,806+103.3% |
| Admin fee / account holder | $245 | $132+85.4% | $9,502-97.4% | $158+55.0% |