Filed August 31, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,972 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,153 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,270 | $102,429-26.5% | $147,096-48.8% | $80,925-7.0% |
| Participation rate | 74.0% | 75.9%-1.9pp | 82.2%-8.2pp | 67.7%+6.3pp |
| Annual return | 17.12% | 135.02%-117.9pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $5,133 | $3,716+38.2% | $4,936+4.0% | $2,756+86.2% |
| Participant deferral / active EE | $9,712 | $6,649+46.1% | $8,071+20.3% | $4,299+125.9% |
| Admin fee / account holder | $45 | $7,957-99.4% | $13,005-99.7% | $6,940-99.4% |