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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,643 |
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 | $63,220 | $81,870-22.8% | $119,622-47.2% | $68,486-7.7% |
| Participation rate | 97.8% | 71.9%+26.0pp | 79.3%+18.6pp | 67.9%+30.0pp |
| Annual return | -18.27% | -23.82%+5.5pp | -14.98%-3.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,748 | $2,692+2.1% | $4,232-35.1% | $2,597+5.8% |
| Participant deferral / active EE | $4,540 | $4,148+9.4% | $5,601-18.9% | $4,028+12.7% |
| Admin fee / account holder | $1 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |