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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $15,638 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,655 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,346 | $104,497+58.2% | $159,487+3.7% | $79,389+108.3% |
| Participation rate | 96.6% | 76.6%+19.9pp | 82.8%+13.7pp | 70.7%+25.9pp |
| Annual return | 14.83% | 67.98%-53.1pp | 263.71%-248.9pp | 116.89%-102.1pp |
| Employer contribution / active EE | $3,250 | $3,418-4.9% | $4,831-32.7% | $2,428+33.9% |
| Participant deferral / active EE | $11,161 | $6,468+72.5% | $7,354+51.8% | $4,046+175.9% |
| Admin fee / account holder | $60 | $711-91.6% | $10,804-99.4% | $626-90.5% |