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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $5,915 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,150 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY SMITHBARNEY, LLC Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,352 | $71,192-79.8% | $117,861-87.8% | $62,293-77.0% |
| Participation rate | 61.5% | 74.2%-12.7pp | 79.7%-18.2pp | 69.5%-8.0pp |
| Annual return | 16.33% | 18.66%-2.3pp | 335.11%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $797 | $1,934-58.8% | $3,786-78.9% | $2,042-61.0% |
| Participant deferral / active EE | $502 | $3,189-84.3% | $4,482-88.8% | $3,169-84.2% |
| Admin fee / account holder | $14 | $587-97.6% | $8,021-99.8% | $479-97.1% |