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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $25,390 |
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 | $77,591 | $100,003-22.4% | $146,685-47.1% | $85,856-9.6% |
| Participation rate | 98.9% | 73.1%+25.9pp | 80.1%+18.8pp | 69.3%+29.6pp |
| Annual return | 14.12% | 18.93%-4.8pp | 22.75%-8.6pp | 318.58%-304.5pp |
| Employer contribution / active EE | $2,214 | $2,559-13.5% | $4,137-46.5% | $2,565-13.7% |
| Participant deferral / active EE | $4,422 | $4,006+10.4% | $5,507-19.7% | $3,952+11.9% |
| Admin fee / account holder | $1 | $7,704-100.0% | $10,281-100.0% | $6,261-100.0% |