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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 | Other Commissions | $4,056 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,210 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
MORGAN STANLEY SMITH BARNEY4+ 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 | $11,997 | $66,302-81.9% | $110,243-89.1% | $56,289-78.7% |
| Participation rate | 55.4% | 74.9%-19.6pp | 79.8%-24.5pp | 69.9%-14.5pp |
| Annual return | -4.50% | -1.18%-3.3pp | 314.76%-319.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $701 | $2,047-65.8% | $3,827-81.7% | $2,111-66.8% |
| Participant deferral / active EE | $479 | $3,381-85.8% | $4,672-89.7% | $3,350-85.7% |
| Admin fee / account holder | $13 | $698-98.2% | $8,548-99.9% | $521-97.5% |