Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $148,089 |
Service code 24 · EIN 31-1051736 | Discretionary Trustee | $13,066 |
FIRST STATE TRUST COMPANY1+ years Service code 19 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Securities Custodian | $9,855 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.32% | -2.03%-0.3pp | -2.01%-0.3pp | 2.81%-5.1pp |
| Employer contribution / active EE | $6,398 | $9,185-30.3% | $34,453-81.4% | $16,358-60.9% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |