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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Service code 55 · EIN 26-4310632 | Other Commissions | $34,067 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,488 | $91,760+3.0% | $156,181-39.5% | $67,986+39.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 18.75% | 18.14%+0.6pp | 64.87%-46.1pp | 31.67%-12.9pp |
| Employer contribution / active EE | $2,550 | $2,419+5.4% | $4,294-40.6% | $2,019+26.3% |
| Participant deferral / active EE | $4,115 | $3,960+3.9% | $6,132-32.9% | $3,358+22.5% |
| Admin fee / account holder | $23 | $3,949-99.4% | $14,586-99.8% | $3,203-99.3% |