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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: J. P. MORGAN SECURITIES Service code 51 · EIN 13-4110995 | Investment Mgmt Fees | $53,059 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,089 | $104,336+142.6% | $159,474+58.7% | $86,821+191.5% |
| Participation rate | 96.4% | 77.7%+18.7pp | 82.8%+13.6pp | 72.3%+24.1pp |
| Annual return | 23.65% | 26.32%-2.7pp | 263.68%-240.0pp | 97.94%-74.3pp |
| Employer contribution / active EE | $9,124 | $3,451+164.4% | $4,831+88.9% | $2,406+279.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $173 | $172+0.4% | $10,802-98.4% | $170+1.9% |