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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 | $91,120+3.7% | $161,149-41.4% | $64,097+47.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 78.8%+21.2pp | 55.2%+44.8pp |
| Annual return | 18.75% | 17.95%+0.8pp | 21.16%-2.4pp | 34.64%-15.9pp |
| Employer contribution / active EE | $2,550 | $2,284+11.6% | $4,360-41.5% | $1,891+34.8% |
| Participant deferral / active EE | $4,115 | $3,708+11.0% | $6,153-33.1% | $3,080+33.6% |
| Admin fee / account holder | $23 | $4,535-99.5% | $15,194-99.8% | $3,454-99.3% |