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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $19,245 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,353 | $91,559-29.7% | $133,978-52.0% | $79,856-19.4% |
| Participation rate | 99.0% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | 15.47% | 61.85%-46.4pp | 45.10%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,262 | $2,384-5.1% | $3,919-42.3% | $2,471-8.5% |
| Participant deferral / active EE | $3,716 | $3,734-0.5% | $5,047-26.4% | $3,741-0.7% |
| Admin fee / account holder | $1 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |