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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Service code 55 · EIN 26-4310632 | Other Commissions | $31,958 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,137 | $88,203-11.4% | $165,100-52.7% | $74,478+4.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.30% | 17.13%-4.8pp | 70.21%-57.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $2,465 | $2,601-5.2% | $4,348-43.3% | $2,626-6.1% |
| Participant deferral / active EE | $3,946 | $4,505-12.4% | $6,035-34.6% | $4,350-9.3% |
| Admin fee / account holder | $1 | $2,235-99.9% | $12,696-100.0% | $1,946-99.9% |