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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $26,530 |
Filed as: DYNAMIC PENSION SERVICES, INC Service code 13 · EIN 31-1585572 | Contract Administrator | $6,645 |
Annual investment return 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 | $50,589 | $83,045-39.1% | $130,045-61.1% | $71,511-29.3% |
| Participation rate | 87.8% | 74.1%+13.7pp | 78.5%+9.3pp | 67.9%+19.9pp |
| Annual return | 12.77% | 20.61%-7.8pp | -137.30%+150.1pp | 28.86%-16.1pp |
| Employer contribution / active EE | $885 | $2,623-66.3% | $4,321-79.5% | $2,589-65.8% |
| Participant deferral / active EE | $4,710 | $4,436+6.2% | $5,820-19.1% | $4,291+9.8% |
| Admin fee / account holder | $54 | $1,727-96.9% | $10,600-99.5% | $1,588-96.6% |