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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $30,676 |
Filed as: GREAT LAKES PENSION SERVICES, INC. Service code 49 | Other Services | $4,978 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,542 | $88,137-31.3% | $164,975-63.3% | $74,429-18.7% |
| Participation rate | 88.4% | 73.1%+15.3pp | 78.6%+9.8pp | 67.2%+21.2pp |
| Annual return | 12.49% | 17.13%-4.6pp | 70.12%-57.6pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $866 | $2,597-66.6% | $4,343-80.1% | $2,625-67.0% |
| Participant deferral / active EE | $4,718 | $4,501+4.8% | $6,033-21.8% | $4,348+8.5% |
| Admin fee / account holder | $126 | $2,231-94.4% | $12,688-99.0% | $1,944-93.5% |