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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 | Other Commissions | $6,151 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,035 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
MORGAN STANLEY SMITH BARNEY6+ 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 | $13,666 | $81,494-83.2% | $133,978-89.8% | $73,497-81.4% |
| Participation rate | 60.1% | 76.4%-16.3pp | 79.8%-19.7pp | 70.7%-10.6pp |
| Annual return | 16.26% | 19.40%-3.1pp | 45.10%-28.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $599 | $2,210-72.9% | $3,919-84.7% | $2,270-73.6% |
| Participant deferral / active EE | $662 | $3,787-82.5% | $5,047-86.9% | $3,740-82.3% |
| Admin fee / account holder | $13 | $713-98.2% | $8,930-99.9% | $513-97.5% |