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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $15,292 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,049 | $86,341-43.2% | $125,192-60.8% | $65,185-24.8% |
| Participation rate | 91.9% | 75.3%+16.6pp | 79.8%+12.1pp | 70.2%+21.7pp |
| Annual return | 23.99% | 27.44%-3.4pp | 43.79%-19.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,903 | $2,040-6.7% | $3,866-50.8% | $2,177-12.6% |
| Participant deferral / active EE | $3,264 | $3,538-7.8% | $4,937-33.9% | $3,514-7.1% |
| Admin fee / account holder | $1 | $609-99.9% | $9,704-100.0% | $847-99.9% |