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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 | Other Commissions | $5,543 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,541 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
MORGAN STANLEY SMITH BARNEY5+ 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 | $13,178 | $86,341-84.7% | $125,195-89.5% | $65,186-79.8% |
| Participation rate | 54.3% | 75.3%-21.0pp | 79.8%-25.5pp | 70.2%-15.9pp |
| Annual return | 23.02% | 27.44%-4.4pp | 43.79%-20.8pp | 29.39%-6.4pp |
| Employer contribution / active EE | $748 | $2,040-63.3% | $3,866-80.6% | $2,177-65.6% |
| Participant deferral / active EE | $653 | $3,538-81.5% | $4,937-86.8% | $3,514-81.4% |
| Admin fee / account holder | $18 | $609-97.0% | $9,704-99.8% | $847-97.9% |