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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $36,905 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
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 | $104,258 | $58,726+77.5% | $92,240+13.0% | $62,293+67.4% |
| Participation rate | 89.6% | 68.3%+21.2pp | 76.5%+13.1pp | 69.5%+20.1pp |
| Annual return | 19.85% | 43.62%-23.8pp | 176.29%-156.4pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,290 | $2,392-4.3% | $3,680-37.8% | $2,042+12.1% |
| Participant deferral / active EE | $4,038 | $2,766+46.0% | $3,897+3.6% | $3,169+27.4% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |