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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-4310632 | Investment Management | $11,050 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 11 · EIN 38-3712991 | Actuarial | $9,700 |
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Employer contribution per participant 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 | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 15.89% | 8.57%+7.3pp | 7.87%+8.0pp | 9.29%+6.6pp |
| Employer contribution / active EE | $1,179 | $19,481-94.0% | $31,784-96.3% | $15,168-92.2% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |