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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: J. P. MORGAN SECURITIES Service code 51 · EIN 13-4110995 | Investment Mgmt Fees | $77,165 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,540 | $88,122+161.6% | $141,197+63.3% | $67,582+241.1% |
| Participation rate | 99.2% | 76.5%+22.8pp | 82.5%+16.7pp | 71.3%+27.9pp |
| Annual return | 19.67% | 75.40%-55.7pp | 71.41%-51.7pp | 378.57%-358.9pp |
| Employer contribution / active EE | $8,015 | $3,224+148.6% | $4,736+69.2% | $2,148+273.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $270 | $131+106.1% | $10,265-97.4% | $142+89.6% |